portfolio management

ASSET MANAGEMENT

Advanced Beta US Equities Fund LP is a long/short equity hedge fund meticulously engineered to capitalize on domestic and global macroeconomic trends affecting the U.S. equity markets. Our investment strategy is designed to generate alpha by leveraging insights into market inefficiencies and trend dynamics.

As an opportunistic fund, we employ a top-down investment approach that integrates rigorous fundamental analysis with advanced technical analysis. This dual emphasis allows us to identify and exploit investment opportunities across various sectors and market conditions.

We adhere to a disciplined risk management framework, maintaining a moderate risk profile while ensuring high liquidity. Our leverage is strategically capped to mitigate exposure and enhance capital preservation.

Leveraging over 30 years of extensive industry experience, we are committed to delivering bespoke financial solutions and comprehensive wealth management services to our esteemed clients worldwide. Our global perspective and deep market expertise enable us to navigate complex financial landscapes, aiming to achieve superior returns and long-term value creation.

consultıng & private wealth management

Through our comprehensive consulting services and bespoke portfolio management solutions—administered via power of attorney—we assist our clients in achieving both their short-term and long-term financial objectives. Our approach integrates advanced trading strategies, sophisticated trade engineering, debt restructuring, and the strategic transfer of risk through swap products.

We specialize in a broad spectrum of financial markets and instruments, providing in-depth expertise in the following areas:

  • Interest Rate Analysis: Monitoring and forecasting interest rate movements to optimize investment decisions.

  • Foreign Exchange Markets: Expertise in currencies and the U.S. Dollar to capitalize on exchange rate fluctuations.

  • U.S. Equities: Strategic investment in U.S. equity markets, leveraging market trends and sector dynamics.

  • Fixed Income Securities & Yield Curve Dynamics: Navigating U.S. bond markets with a focus on yield curve analysis to manage interest rate risk.

  • Monetary Policy & The Federal Reserve: Assessing the implications of Federal Reserve policies on financial markets.

  • U.S. Political Landscape: Evaluating the impact of political developments on market conditions.

  • Economic Indicators & Forecasting: Analyzing the U.S. economic calendar and expectations to anticipate market movements.

  • Market Volatility & Risk Management: Utilizing the VIX index and advanced hedging techniques to mitigate risk.

  • Options & Derivatives Markets: Employing options and other derivative instruments for portfolio enhancement and risk control.

  • Strategic Use of Leverage: Applying leverage judiciously to amplify returns while managing associated risks.

  • Global Economic Insights: Providing perspectives on Western European and Middle Eastern markets to identify international investment opportunities.

  • Our commitment is to deliver tailored financial solutions that align with our clients' unique objectives, leveraging our extensive expertise and deep understanding of global financial markets.

Points of interests include; Interest Rates, Currencies & the USD, US Equities, US Bonds & Yield Curve, US & The FED, US Politics, US Economic Calendar & Expectations, Market Volatility, VIX & Hedging Techniques, Options & Options Markets, Use of Leverage, Western Europe and Middle East.

ETF universe & Upcomıng projects

eMERGING MARKETS GOVERNMENT fixed income ETF

We aim to offer our clients exposure to local government debt throughout the Emerging Markets universe. Our model consists of a 2-yr & a 10-yr on-the-run ETF per country, allowing institutional investors to mix and match for intended duration. Our ETF’s are algo’d for pure beta.

For our investors, this translates to insuring the full and uncolored pass through of risks & economics embedded in the underlying, with the added advantage of buying straight through Nasdaq with T+2 settlement, and denominated in USD.

Our vision is to be the #1 go-to for country risk exposure via market neutral strategies.

rESEARCHES & INSIGHTS

Our ‘Newsroom+’ page consists of the latest and most popular market related researches. We have gathered and will continue updating this page as relevant data comes along with time. We hope that you enjoy and use our page to its fullest. Lot’s of educational entries and suggestions are available.

TRADING WORKSHOPS

We approach education on these worldly matters of finance & economics as a priority. Inducing what we observed and learned throughout the years is of high importance. Securing building blocks from ground up for the bright generations ahead will always be one of ABF’s main objectives. Details of our workshops are available on the Funds page.

newsroom+

A new approach for the enthused; a simplified markets outlook and variegated journalism. Providing all our customers with balanced, equal & diversified market insights. Newsroom, Live Coverage, X, Research & Insights all in one place.

advanced beta app

We are currently developing our ‘AdvancedBeta+’ application for all platforms. The approach is simple and straightforward. Our first goal during this era is to create and gather a new crowd throughout the financial world; where all kinds of investors can benefit and stay in touch as markets forge ahead.

Asset classes

  • Purchasing stocks, also known as equities, entitles you to become a shareholder and purchases a share in a firm. In general, stocks are a better option for long-term investors who can withstand market fluctuations in pursuit of greater returns.

  • Companies and governments issue bonds, usually referred to as fixed income securities, as a means of raising capital. In essence, they are a "I.O.U." that is intended to give a consistent flow of income over a predetermined length of time, usually in the form of a defined amount.

  • Commodity funds, which include investments in commodities like wheat, natural gas, oil, and precious metals like gold and silver, as well as energy resources and agricultural products, can provide investors with a number of advantages, such as portfolio diversification and inflation protection.

  • Alternative investment techniques, including real estate, are less susceptible to fluctuations in international markets than traditional assets, like equities and bonds, which are traded on public markets. An increasing number of investors are turning to alternatives in order to further their objectives.

  • Cash funds are an alternative to think about if you're searching for higher rates of return on deposits than you would obtain in a regular bank account. They frequently make investments in "money market instruments," which are effectively short-term bonds that banks lend to one another.