Sermont AM supports the entire implementation process of a regulated investment fund up to market readiness, in coordination with the responsible fund management company. As portfolio managers, we develop the investment strategy and provide content for the fund documentation.
The ALTERITAS Quantitative Blue Chip Fund allows investors to benefit from a liquid, balanced equity strategy that covers 28% of the MSCI World capitalisation. Our goal is long-term capital growth with lower volatility and reduced drawdowns compared to the broader equity market.