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A SQUARE

A SQUARE 27 Mar 2007

Tuesday, March 27, 2007
Sage Crest II
The fund invests by participating in and originating small to middle market loans in overlooked and undervalued niches

Focus: The fund’s managers run a diversified portfolio of investments by participating in and originating s.

A SQUARE :: 27Mar07 A SQUARE 27 Mar 2007
Category Full A SQUARE issue of the week
Author Sona Blessing
Sage Crest II
The fund invests by participating in and originating small to middle market loans in overlooked and undervalued niches

Focus: The fund’s managers run a diversified portfolio of investments by participating in and originating small to middle market loans in overlooked and undervalued niches. Target sectors include consumer, asset-backed, and corporate obligations, as well as specialty finance, real estate and other markets offering high yield opportunities. All potential investments tend to be evaluated as “buy to hold” or value investments which would fit portfolio objectives if held until maturity.

The annualised net annual returns (as per Feb. 2007): 10.84%

Expertise on investing in "falling knives"
Björn Englund shares his experiences on catching “ falling knives” (investing in out of favour S&P stocks) using behavioural finance insights

How has behavioural finance helped you catch “falling knives” (out of favour S&P stocks)?

While the hypothesis of an efficient market is widely embraced, it fails to explain some recurring investment anomalies that do exist. These anomalies can be explained by behavioural finance theories, which concede that some other factors are at play (some irrational - some rational). As human beings we tend to behave irrationally when we experience stress, fear, when we are emotionally charged etc. We also need to rationalise and hence tend to find comfort in known, recognised behaviour patterns such as following the rule of thumb; seek loss minimisation, move in herds etc.

Pure Alpha Certificate
How the certificates underlying fund identifies, isolates and generates alpha

Focus: The Nomura Pure Alpha Certificate’s underlying, Südprojekt Fund Market Neutral DWS, takes a long position in potentially outperforming equity funds versus a short position in the relevant benchmarks.


The result of this process is the outperformance of the target fund over its benchmark, which is typically leveraged by a factor of five. The ability to pick the right fund, and to enter and exit it at the right time, are crucial to the generation of alpha - and is achieved by running a proprietary model.

SPDR S&P Metals and Mining ETF
easy access to the high growth sector

Focus: of the SPDR S&P Metals and Mining ETF is to replicate as closely as possible, before expenses, the total return performance of the S&P Metals and Mining Select Industry Index (which is an equally weighted market cap index and represents the metals and mining sub-industry portion of the S&P Total Market Index). The sectors covered by the index include: coal and consumable fuels, aluminium, diversified metals
and mining, gold, precious metals and minerals, steel. The Index is rebalanced after close, on the third Friday, of the quarter ending month. The reference date for additions and deletions is after the closing of the last trading date of the previous month. A company is deleted from the index if the S&P Total Market Index drops the constituent. However, no companies are added between rebalancing.

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