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GEMS – FIBO

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Fund profile

FIBO is an absolute return multi-strategy multi-manager fund focused on younger firms and emerging managers with clear style differentiators.

  • Absolute return strategy investing in a selection of hedge fund strategies, with strong idiosyncratic features
  • Bias towards Energy Transition as a source of alpha
  • Focus on younger firms and emerging managers
  • Selected funds tend to feature a tendency to outperform peers, have a smaller size, thus better ability to move swiftly, more motivated and committed fund managers, favorable fee terms
  • Strong risk-adjusted returns
  • Excellent compounding power
  • Monthly liquidity

Portfolio

  • Strategy selection: identify managers with strong idiosyncratic features, putting emphasis on robust style differentiators
  • Bias towards “Energy Transition” as a source of alpha
  • Concentrated portfolio: around 10 -14 managers
  • Diversified portfolio in terms of underlying strategies, styles, sectors, geographic exposure, etc.
  • Strong risk management monitoring

Investment Objectives

  • Targets a low to moderate volatility through strategy and style diversification
  • Expected Returns: 7% to 10%
  • Annualized Volatility: 4% to 5%
  • Low Beta: very low Beta (close to 0)
  • High Sharpe Ratio: >1
  • Low Correlation vs Equity markets
  • Strong resilience in adverse markets (only 1/5 of MSCI World’s maximum drawdown)

Why invest in this fund ?

Last update 16.01.2025
  • Absolute return multi-manager fund
  • Focus on emerging managers with strong style differentiators
  • Emphasis on Energy transition as a source of alpha
  • Track-record of strong risk-adjusted returns
  • Excellent diversification tool thanks to its low correlation to Equity markets

“ If you’re looking for a multi-manager fund focusing on an original source of alpha and emerging managers, the FIBO strategy is the one for you. ”

Alexis Sautereau Fund Manager
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Investment team

Alexis Sautereau SENIOR PORTFOLIO MANAGER
Cédric Dingens, CAIA HEAD OF INVESTMENT SOLUTIONS & INSTITUTIONAL CLIENTS, MEMBER OF THE EXECUTIVE COMMITTEE
Caron Bastianpillai SENIOR PORTFOLIO MANAGER
Gabriele Casati SENIOR PORTFOLIO MANAGER
James Macpherson COUNTRY MANAGER UNITED KINGDOM

Please make your selection

In this area of our website you will find information on the NS Funds and on our White-Label structures managed by our Luxembourg Fully Licensed Management Company.

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