FAM Calypso Fund
Our flagship strategy, the Calypso Fund is a U.S. Long Bias Equity Long/Short strategy enhanced with a bond component. Running since October 2016, this strategy focuses on investing in a long book of U.S. companies and hedging through liquid index futures. The long book aims to be factor neutral across Growth, Value and Low Volatility whilst buying into high quality companies with a simple and comprehensible business model, at reasonable valuations. We aim to stay invested long-term, whilst minimizing portfolio drawdowns during specific time periods. The Fund aims to capture about 27-35% of equity downside but up to 65-70% in rampant markets. This fund is ideal for conservative equity investors who aim to achieve equitable returns in the long-term but are unwilling to ride through a full equity drawdown.
RETURNS
Equity market level returns with substantially reduced net exposure
PROTECTION
Downside protection and repeatable process
AGILITY
Strategy that can quickly adapt to changing volatility
INDEPENDENCE
Absence of benchmark bias and independence of institutional styles
More Funds
FAM US Long Only Fund
The FAM US Long Only Fund is a long-only strategy offering a diversified portfolio of high quality U.S. companies, selected through a quantitative framework coupled with in-house fundamental research. We aim to extract outperformance over the long term through a low turnover.
FAM Swiss Long Only Fund
The FAM Swiss Long Only Fund is a long-only strategy with focus on liquid, small and mid Swiss capitalization companies within diverse industry sectors. Fundamental deep-dive research and a systematic analytical framework are at the core of the investment process.
FAM Alternative Strategies Fund
The FAM Alternative Strategies is a Fund of Liquid Hedge Funds. The strategy seeks to provide long-term capital growth while focusing on low correlation and short-term capital preservation.
HESTIAS ENDOWMENT MODEL
The Hestias Endowment Model is a long-term capital commitment Fund of private markets Funds, offering a single entry point into a diversified portfolio. This Fund invests in a thematic way across private equity, credit, real estate and infrastructure. We target GPs with niche strategies across industries and geographies.
VENTURE PROGRAM
UniFirst Ventures fund is focusing on early-stage deep technology and hard-science start-ups. We are working closely with universities and other academic partners to identify founders with truly disruptive technologies. We also offer bespoke deals based on our investors specific needs.