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XHE Capital: Global Managed Equity Strategy

Outperformance of MSCI World with active management, risk control and global exposure. Average annual return of 20.4% since 2016 with maximum drawdown of 6%.

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Global Managed Equities: Active Strategy with a Focus on Growth and Risk Control.

XHE Capital’s Managed Equity can take long term core positions in global equity markets whilst actively trading across markets. Managed Equity aims to provide better risk adjusted performance than the MSCI World Index over the long term.

XHE Capital’s Managed Equity strategy can take trading positions, including short to medium term momentum and reversal positions across equity markets in the Americas, Europe and Asia. By being able to take both long and short index positions, the strategy aims to “protect” during a negative environment and aims to “enhance” with uncorrelated upside. Managed Equity aims to manage relative volatility and risk through its proprietary risk management system.

The objective of the Fund is to achieve long term capital growth for investors. Please ensure you have read the offering documents for this Fund before making a decision to invest. Past performance is not indicative of future performance.

Established since:

2016

Mean annual return:

20.4 %

Sharpe ratio:

1.7 %

Standard deviation:

11.1 %

Max drawdown:

6 %

Our focus is to help you build a diversified, solid portfolio that is prepared for different market scenarios. One of the most effective tools to achieve this is systematic funds.

What are systematic funds?

Systematic funds are investment vehicles that are managed through quantitative models and automated rules designed to identify market opportunities without emotional intervention. These models follow strategies based on historical data, statistics and asset behaviour patterns.

Unlike traditional management, where a manager makes discretionary decisions,systematic funds decisions are executed according to pre-set algorithms,which reduces human error and improves consistency in decision making.

Why invest in systematic funds?

 

Real diversification: Integrate multiple strategies, assets and geographies.
Discipline and consistency: Remove emotion from the investment process.
Adaptability: Adjust quickly to market changes.
Perfect complement to traditional investments such as stocks, bonds or fixed income.
Access to sophisticated strategies without the need to be an expert in active management.

Where do they fit into a diversified portfolio?

Systematic funds are considered part of alternative investments, along with strategies such as private fixed income, loan notes and structured products.

In a diversified portfolio, their role is to:
Reduce correlation with traditional assets.
Increase the portfolio's resilience to shocks or volatility.
Seek risk-adjusted returns, even in difficult economic environments.

In short, systematic funds can act as an intelligent layer of protection and complementary performance, optimizing the risk-return balance of your portfolio.

How to get started?

At KNG we offer you personalized advice to show you how these funds integrate with your financial objectives. We evaluate your risk profile, your investment horizon and build with you a proposal adapted to your reality.

About KNG INTERNATIONAL ADVISORS

At KNG International Advisors, we are a wealth advisory firm with more than 25 years of experience in international markets. We offer our services to Investors, Family Offices, Wealth Managers, International Financial Advisors in Latin America, Africa, the Middle East and Asia. We already have a portfolio of more than 4,000 global clients.

Learn more about KNG
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