Commodity Real
Return Strategy
Investing in a Changing World
Commodity Real Return Strategy (USD) Composite
Inception date:
11 Jun 2021
Performance Last Month
-3.2%
Performance Year-To-Date
+1.9%
Positive Months
57%
Annualized Return (since inception)
+9.8%
As of 31. December 2024. This data should be viewed in conjunction with the explanatory notes, which are an integral part of this performance data. THE VALUE OF YOUR INVESTMENT CAN FLUCTUATE. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.
Our investment strategy
Our active and adaptive strategy pivots instantly to seize opportunities created by rapidly shifting markets and world events.
Unlocking Commodity Alpha
Discover our Commodity Real Return strategy, live since 2021. We prioritize absolute real returns, focusing on capturing broad market trends through societal and economic developments. With a diverse portfolio spanning various liquid markets, our strategy ensures a balanced, frugal, but fast-optimized risk allocation. Our approach eschews benchmark constraints; instead, we focus on the real drivers of market dynamics to maximize alpha opportunities. Join us in navigating global markets with expertise and a commitment to uncovering lucrative opportunities.
Macro Regime Diversification
Our strategy operates within a meticulously curated, globally diversified portfolio of listed commodities and fixed-income instruments. These assets are strategically selected for their low to negative correlation with major asset classes, enhancing overall portfolio resilience. This approach aligns with the principles of macro regime diversification, designed to deliver robust performance across a spectrum of market conditions, from inflationary pressures to economic downturns.
Proven Track Record
Since its inception, the Commodity Real Return Strategy has consistently delivered robust returns, even amidst turbulent market conditions. The strategy has achieved positive performance in over 57% of months, boasting an impressive annualized return of +11%. This exceptional track record is a testament to our team's profound expertise in commodity markets and our unwavering commitment to identifying and capitalizing on alpha opportunities across diverse economic landscapes.
“We accentuate positive commodity carry harvesting to mitigate risk and generate compelling long-term real returns.” Christian Gerlach, Portfolio Manager
Tailored for Institutional Investors
We recognize the unique challenges institutional investors face in today's complex financial landscape. Our Commodity Real Return Strategy is meticulously crafted to address these critical needs:
Genuine Diversification: Our strategy mitigates the risks of pseudo-diversification, enhancing true portfolio resilience against market volatility.
Inflation Protection: We offer a potent hedge against inflation's erosive effects, safeguarding long-term investment objectives.
Consistent, Uncorrelated Performance: Our approach aims to deliver stable returns across various market conditions, providing a reliable anchor for institutional portfolios.
How to Invest - Partner with Us
We welcome qualified investors to explore how our Commodity Real Return Strategy can strengthen and diversify their portfolios. Connect with our team to gain deeper insights into our investment approach and discover how we can support you in achieving your goals.