The GMC Fund invests in themes by buying neglected & pure play companies globally. The Fund is able to hedge and reduce the fund’s volatility by short selling ETFs & equities.
Themes Currently Invested in our Portfolio:
Our Philosophy
- Thematic Small and Mid cap approach vs the traditional large cap thematic investing
Better Management Access and more potential in these undercovered companies - Theme investing is best achieved by picking small caps because they tend to be more pure play companies and provide a better sub-sector exposure
Thematic funds using large caps tend to be less „pure plays“ - Shorting themes with an equity basket aproach reduces the high volatility of small caps and provides some downside protection
The fund has outperformed in difficult market environments - Focus on themes where Global-Cap has expertise: Consumer, Technology, Industrials, Basic Materials & Energy
We will avoid Financials, Telecoms, Utilities, Biotech and Healthcare