Press Releases

RAM AI: Long/Short Global Equities strategy reaches its first anniversary with more than $370* mln of AuM

21 March 2018

Geneva, 21 March 2018 – One year ago RAM Active Investments (“RAM AI”), the active and alternative asset manager with $5.2 billion of aum*, that recently signed a strategic partnership with MedioBanca (which now owns 69% of the company), launched its Long/Short Global Equities strategy. RAM AI have been managing beta-neutral equity funds since 2009. One year after its launch, the Fund has more than $370 million* of assets under management, with an annualised return of 4,6%** net of fees since it was launched (December 2016) and a volatility of 3,8%**, achieved thanks to the intrinsic characteristics of the strategy.

The RAM Long/Short Global Equities Strategy aims at capturing the inefficiencies present in the whole universe of developed markets, through a selection process based on RAM’s distinctive quantitative method; amalgamating a fundamental and behavioural philosophy. The objective of the Strategy is to deliver a consistent risk-adjusted return, with a diversified portfolio of more than 800 stocks and with no correlation to global equity markets.

RAM AI has a deep history in managing Long/Short beta-neutral strategies: since March 2009 it has offered to its clients the RAM Long/Short European Equities Strategy, and since December 2011 the UCITS sub-fund RAM (LUX) Sytematic Funds  - Long/Short Emerging Markets Equities; both strategies have recently been awarded with the UCITS Hedge Awards 2018*** for their performances. On the back of this success, the RAM (LUX) Systematic Funds - Long/Short Global Equities was created with the aim of taking advantage of the decorrelation effect relative to the strategies dedicated to Europe and Emerging Markets, and shares with these strategies the same investment philosophy, typical of RAM AI, based on a bottom-up approach to stock selection, driven by fundamentals and systematically applied.

Emmanuel Hauptmann, Senior Equity Fund Manager & Founding Partner, RAM Active Investments, said:

“Our models have witnessed wide dispersions across both regions and sectors since the Strategy’s inception. This high degree of dispersion, enables us to identify and select stocks across regions providing us with an unparalleled level of diversification in our book, helping us to enhance our risk-adjusted returns and importantly maintain a low volatility profile for our investors despite large regional style rotations. Additionally, the Sharpe ratio we’ve generated remains perfectly in line with our expectations.”

 

NOTES TO EDITORS: 

These Sub-Funds are registered in Belgium, UK, Austria, Germany, France, Luxembourg, Sweden, Norway, Finland, Denmark, Holland, Spain, Switzerland, and Italy.

* As of 12 March 2018
** As of 28 February 2018
***Visit the following website for further information on the Award Methodology
Past performance is not an indicator of future performance.

For any further information, please contact: communication@ram-ai.com

Important Information: RAM (LUX) Systematic Funds - LONG/SHORT GLOBAL EQUITIES and LONG/SHORT EMERGING MARKETS EQUITIESare sub-funds of RAM (Lux) Systematic Funds, a Luxembourg SICAV with registered office: 14, Boulevard Royal L-2449 Luxembourg, approved by the CSSF and constituting a UCITS (Directive 2009/65/EC). Past performance is not a guide to current or future results. The performance data do not take into account fees and expenses charged on issuance and redemption of the shares nor any taxes that may be levied. Changes in exchange rates may cause the Important Information: RAM (LUX) Systematic Funds - LONG/SHORT GLOBAL EQUITIES and LONG/SHORT EMERGING MARKETS EQUITIESare sub-funds of RAM (Lux) Systematic Funds, a Luxembourg SICAV with registered office: 14, Boulevard Royal L-2449 Luxembourg, approved by the CSSF and constituting a UCITS (Directive 2009/65/EC). Past performance is not a guide to current or future results. The performance data do not take into account fees and expenses charged on issuance and redemption of the shares nor any taxes that may be levied. Changes in exchange rates may cause the NAV per share in the investor's base currency to fluctuate. There is no guarantee to get back the full amount invested. Particular attention is paid to the contents of this document but no guarantee, warranty or representation, express or implied, is given to the accuracy, correctness or completeness thereof. Please refer to the Key Investor Information Document and prospectus with special attention to the risk warnings before investing. Please seek professional advice from your financial/legal/tax advisor. The latest Fund's documents are free of charge available at: the Fund's and ManCo’s registered offices; www.ram-ai.com; the head offices of the fund’s representative and distributor in Switzerland, RAM Active Investments SA.Caceis Bank Paris - succursale de Nyon, paying agent in Switzerland; CACEIS Belgium SA, information agent in Belgium; and at Macard Stein & Co AG, Paying and Information Agent in Germany and the local agent in your Country, please refer our web page initial diclaimer or contact us for further details. This confidential marketing document has not been approved by any financial Authority. It is only provided for information purposes. It does not constitutes an offer, investment advice or a solicitation to subscribe for shares in the funds in any jurisdiction where such an offer or solicitation would not be authorised, or it would be unlawful to make such an offer/invitation. This document is intended only for the use of the person to whom it was delivered (no reproduction). This document is not adapted to retail clients. The Fund may not be offered, sold or delivered within the United States. THIS DOCUMENT IS EXCLUSIVELY INTENDED FOR PERSONS WHO ARE NOT U.S. PERSONS, AS SUCH TERM IS DEFINED IN REGULATION S OF THE U.S. SECURITIES ACT OF 1933, AS AMENDED AND WHO ARE NOT PHYSICALLY PRESENT IN THE U.S. Issued in Switzerland by RAM Active Investments S.A. which is authorised and regulated in Switzerland by the Swiss Financial Market Supervisory Authority (FINMA). Issued in the European Union and the EEA by the authorised and regulated Management Company, RAM Active Investments (Luxembourg) S.A., 51 av. John F. Kennedy L-1855 Luxembourg, Grand Duchy of Luxembourg.