EQUITY LONG-SHORT HEDGE FUND
The All Weather Long Short Performance Hedge Fund was launched in the beginning of 2014 and was converted to one of the first Retail Hedge Funds in South Africa at the end of 2015. All weather uses our expertise to invest in listed equity shares in both local and offshore markets with varying exposures.
After comprehensive fundamental research, stocks with significant mispricing to the underlying intrinsic value are selected. Short positions are entered where stocks show material overpricing to fundamentally established intrinsic values.
Investors into the fund can range from individuals to large institutions, and net exposures can vary from -50% to +150%.
All Weather is the proud winner of the Hedge News Africa Long/Short Fund of the Year Award for 2015 and 2020.
MARKET NEUTRAL EQUITY HEDGE FUND
The All Weather Market Neutral Hedge Fund was launched at the end of 2017 and is a registered South African Retail Hedge Funds. All weather uses our expertise to invest in listed equity shares in both local and offshore markets with varying exposures.
The Fund seeks to exploit investment opportunities unique to some specific group of stocks while maintaining a neutral exposure to broad groups of stocks defined, for example, by sector, industry, market capitalization, country, or region.
The strategy holds long/short equity positions, with long positions hedged with short positions in the same and related sectors, so that the equity-market-neutral investor should be little affected by sector-wide events.
Investors into the fund can range from individuals to large institutions, and net exposures can vary from -50% to +50%.
All Weather is the proud winner of the Hedge News Africa Market Neutral Fund of the Year Award for 2020 and 2021.
EQUITY LONG ONLY UNIT TRUST
All Weather Long Only Swix Fund was launched in late 2014 and was converted to the All Weather General Equity Unit Trust Fund at the end of 2017 and is now a registered South African Unit Trust Fund.
The portfolio is a general equity fund and will invest in a broad spectrum of South African and offshore securities. Stocks are selected after in-depth fundamental research where there is a significant under pricing to the underlying intrinsic value.
The Fund has a Swix Benchmark with a minimum cash exposure of 5% and a Maximum individual stock exposure of 20%, as per Board Notice 90.
GLOBAL EMERGING MARKET FUND
The All Weather Global Emerging Market strategy seeks to invest in high-quality businesses that compound earnings sustainably over the long term, which are trading well below our assessment of their intrinsic value. Our fundamental bottom-up process evaluates each business based on its financial and competitive position, it’s growth opportunities and quality of management. We focus on the long-term and seek to optimise returns while avoiding any permanent loss of capital.