With strong equity valuations and slightly rising interest rates, the expected returns from bonds are not encouraging, and those expected on the equity market, due to volatility, require careful selection by sector and region. It is therefore necessary to identify alternative investment themes in the middle ground between stocks and bonds for risk/return optimization. The time is ripe to diversify the portfolio by focusing on asset classes that are less correlated with the performance of indexes.
Kairos Multi-Strategy is a multi-asset solution that invests in global alternative funds with a partly defensive approach.
It is one of the long-standing products historically offered by Kairos, a group renowned for its dynamic, non-directional management style with the aim of delivering steady returns over time, regardless of market conditions.
The management team selects the best managers around the world with a distinctive competitive edge in the various asset classes and expertly combines them in light of the specific macroeconomic and financial context. Portfolio choices are the result of a solid analytical process informed by a tight network of relationships cultivated over time, a network of over 1.500 professionals active in the main financial centers.
Kairos Multi-Strategy’s strengths are its diversification hinging on the different asset classes, from classic stocks and bonds to non-directional management strategies, and the management team’s stock picking experience.
Kairos Multi-Strategy is an investment solution that offers the best of both worlds: returns typical of equities and the volatility typical of bonds.
The Kairos Multi-Strategy portfolio is invested in a basket of five alternative strategies, combining tactical allocation across strategies and managers with direct analyses by the multi-manager team to amplify or dilute certain portfolio choices.
The portfolio’s net exposure is adjusted to participate in rallies and minimize the impact of dips, going so far as to neutralize beta.
Different market and asset class strategies are combined to exploit macroeconomic trends.
Profit-taking from special situations like mergers and acquisitions, regardless of the performance of the underlying market.
Volatility is treated like an asset class. Directional strategies are used to take profit from the volatility of the underlying assets embedded in derivatives.
The portfolio is mainly invested in the debt instruments of unlisted companies and those listed on regulated markets.
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