Investment strategies

Investment Style

Sephira Asset Management is a global long/short equity strategy with a macro overlay. It is designed as an absolute return vehicle, focused on achieving a positive rate of return each year and avoiding large drawdowns. This will enable the fund to offer attractive returns over the medium and long term.

The primary investment focus will be concentrated on the public equity markets. We will be investing globally, in both the developed and emerging markets, provided each market has a sufficiently developed infrastructure and liquidity. The exact geographical mix of investments will be determined on the basis of perceived investment opportunities.

The fund actively manages the FX risk stemming from its investments, and at any point in time, the FX risk may be unhedged. Instruments covering other asset classes (fixed income, commodity-linked) may also be utilized to manage the fund’s risks.

Our Strategies

The strategy is focused on identifying global business sectors that will benefit from mid-to-long term structural tailwinds stemming from the evolution of the global economy. Within the identified sectors, the strategy aims at identifying leading companies. These companies are expected to significantly grow their revenues and free cash flows, due to superior asset base, business model, and market fit.

Thematic Opportunities

The strategy is focused on identifying global business sectors that will benefit from mid-to-long term structural tailwinds stemming from the evolution of the global economy. Within the identified sectors, the strategy aims at identifying leading companies. These companies are expected to significantly grow their revenues and free cash flows, due to superior asset base, business model, and market fit.

Special Situations

The strategy aims at identifying undervalued companies, where the misvaluation may be a result of corporate restructuring, regulatory actions, and underpricing of hidden assets. Furthermore, specific catalysts for correction of the misvaluation are expected in the short-to-medium term.

High-Quality Value

The strategy aims at identifying high-quality companies that trade at a significant discount to the intrinsic value, and we believe the misvaluation will be corrected in the medium-to-long term. The discount to the intrinsic value may be a result of investors’ negative sentiment, business cyclicality, and temporary low interest in the company.