Capitalising on Market Inefficiencies
The TerraLumin Global Alpha Fund offers a versatile, unconstrained portfolio, capable of investing in a range of assets including equities, fixed income, and currencies. It features the flexibility to adopt both long and short positions.
As market conditions and macroeconomic landscapes shift, the fund dynamically adjusts its exposures, maintaining a strategic approach to asset class correlations. This adaptability is key in navigating rapid market changes and deriving returns from various sources, with a consistent aim of maintaining low long-term correlation across different investment strategies.
Our global perspective is organised into a set of macro themes, serving as an effective framework for directing our research and identifying lucrative investment prospects. These themes guide our focused strategies, allowing us to adapt portfolio exposures nimbly in response to shifts in the macro landscape and market conditions.
Contact
➤ LOCATION
Bellerivestrasse 45
8008 Zürich, Switzerland
☎ CONTACT
info@terra-lumin.com
Asset Classes
fixed income
Fixed income is an asset class comprised of financial instruments characterized by a predetermined and contractual obligation to make fixed payments at specified intervals. These instruments represent debt obligations, where the investor effectively loans money to an issuer in exchange for regular interest payments and the return of the principal amount at maturity. They include government and corporate bonds along with others.
commodities
Commodities refer to raw materials or primary agricultural products that are traded on exchanges. As an asset class, they represent a category of investments that includes physical goods and raw materials. These goods are tangible and tradable, and investors can gain exposure to commodities as a way to diversify their investment portfolios. Unlike traditional financial assets like stocks and bonds, commodities are physical assets with intrinsic value.
global equities
Global equities featured prominently in diverse investment portfolios. Investors gain exposure to a broad spectrum of industries, sectors, and geographic regions, fostering diversification and potential for capital appreciation. These liquid and tradable assets offer a dynamic avenue for participating in the growth and profitability of companies worldwide. These include indices across the United States, Europe, Asia and Australia.
private equity
Private equity refers to a category of investments that involves the direct investment in private companies, typically through the purchase of equity securities. This form of investment is distinct from public equity, where shares of publicly traded companies are bought and sold on stock exchanges. Private equity investments are usually made by private equity funds, which pool capital from institutional investors, high-net-worth individuals, and other qualified investors
private credit
Debt instruments and loans extended by non-bank financial institutions or private lenders to companies that are not publicly traded on stock exchanges. This form of credit is an alternative to traditional bank financing and often involves a direct lending relationship between the private credit provider and the borrowing company. Private credit transactions can take various forms, and the terms are typically negotiated between the lender and the borrower.
alternatives
Alternative assets encompass a diverse and non-traditional set of investments that fall outside the conventional categories of stocks, bonds, and cash. These assets often exhibit unique characteristics, providing investors with opportunities for diversification and the potential to achieve returns that are not closely correlated with traditional financial markets. Alternative assets can include a wide range of investment types, strategies, and underlying assets.
“In investing, what is comfortable is rarely profitable”