Funds
Our fund lineup.
A comprehensive range of investment funds and mandates designed to meet diverse institutional objectives across equity, multi-asset, and alternative strategies.
Key ideas
The lineup is grouped by strategy type: equity, multi-asset, and alternative risk premia. In a real implementation, each fund would map to a specific legal vehicle, benchmark, and share class structure.
Fund lineup
Our fund strategies are designed to meet specific institutional objectives with clear risk profiles, investment processes, and reporting frameworks.
Equity strategies
Long-only equity mandates with diversified factor exposures.
| Fund name | Objective | Risk profile | Typical horizon |
|---|---|---|---|
| Olverod Systematic Equity Fund | Outperform global equity index via multi-factor stock selection. | Equity risk, diversified across regions and sectors. | 5+ years |
| Olverod Quality & Value Equity | Emphasize quality and valuation characteristics vs. broad market. | Equity risk with style tilts to quality and value. | 5+ years |
Multi-asset strategies
Portfolios spanning equities, bonds, and alternative risk premia.
| Fund name | Objective | Risk profile | Typical horizon |
|---|---|---|---|
| Olverod Balanced Multi-Asset | Provide a diversified core allocation across global assets. | Moderate to high; diversified risk across asset classes. | 5–10 years |
| Olverod Dynamic Allocation Fund | Adjust exposures based on macro regimes and risk conditions. | Flexible; can vary across macro environments. | 5–10 years |
Alternative & overlay strategies
Strategies designed to complement traditional equity and bond holdings.
| Fund name | Objective | Risk profile | Typical horizon |
|---|---|---|---|
| Olverod Alternative Risk Premia Fund | Harvest diversified long/short alternative risk premia. | Targeted volatility with leverage and derivatives usage. | 5+ years |
| Olverod Defensive Overlay | Provide systematic equity downside mitigation on top of core portfolios. | Focused on drawdown reduction; derivative overlay risk. | 3–7 years |
All funds are subject to market risk, including possible loss of principal. Past performance is not indicative of future results. Please refer to individual fund documentation for detailed information, including investment objectives, risks, fees, and expenses. Not all funds may be available in all jurisdictions.
Fund Structure
Legal vehicles and share classes
Each fund strategy may be available through different legal structures and share classes, designed to meet the specific needs of institutional investors across various jurisdictions.
Multiple Share Classes
Different fee structures and minimum investment requirements to accommodate various investor types.
Regulatory Compliance
Structures designed to comply with local regulations and tax requirements in key markets.
Separate Accounts
For larger allocations, customized separate account structures may be available with tailored terms.
Selecting the right fund
Consider your investment objectives, risk tolerance, time horizon, and regulatory constraints when evaluating which fund strategies align with your portfolio needs.
Investment Objectives
Define your return targets, risk budget, and any specific constraints or preferences that should guide fund selection.
Risk Tolerance
Assess your capacity and willingness to accept volatility, drawdowns, and different types of risk exposures.
Time Horizon
Consider how long you plan to hold the investment and whether the fund's strategy aligns with that timeframe.
Regulatory Constraints
Ensure the fund structure and strategy comply with applicable regulations, tax requirements, and governance policies.