Over decades of research and experience, we have established three essential ideas that form the basis of our investing philosophy.
These principles have formed the foundation of our investment philosophy. By adhering to these values, we want to achieve our objective of providing our investors with wealth that is both sustainable and long-term.
Our reliance on rational economic theory and analysis is essential if we are to accomplish results that are observable over an extended period of time.
Our reliance on rational economic theory and analysis is essential if we are to accomplish results that are observable over an extended period of time.
A methodical and organized approach guides every action we take. A constant cycle of planning, refinement, testing, and repetition is the foundation of the investment process that we have built over the course of the previous two decades.
Providing our customers with additional value in the areas of portfolio creation, risk management, and trading is something that we strive to do. We apply both qualitative and quantitative instruments throughout the entire investing process, and we are extremely thorough in every element.
The Risk Management team is responsible for monitoring all financial and non-financial hazards in our organization. These risks include market and liquidity risk, counterparty risk, model risk, operational risk, and technology risk. All decisions pertaining to risk are subject to a different governance framework, which places an emphasis on the team's autonomy in comparison to other business division operations. At TD ICAV, our Chief Risk Officer directly reports to the Managing and Founding Principal. We believe that it is of the utmost importance for risk management to build a close relationship with the portfolio management team. This will enable the establishment of "two lines of defense" dedicated to the same objectives. Regardless of the circumstances, we remain dedicated to managing portfolios in the face of sudden and severe adverse stress situations.
Designing highly diversified investments across signals and locations within a risk-controlled framework has been our fundamental purpose, ensuring they are both attractive and repeatable. This has been our core objective for over twenty years. We employ a methodical strategy in all our plans to meet the diverse investment needs of our customers. Strategies that are Single-Style Unadulterated implementations of specific styles, such as defensive, momentum, and/or value strategies, are examples of strategies that are defined as such.
These methods capitalize in an integrated manner on the potential return gains and diversification that come from investing in a range of well-known styles.
These tactics aim to achieve persistent excess returns compared to the average returns generated by established benchmarks. They not only integrate established signals backed by academic data, but also integrate private signals derived from in-depth research. Relaxed constraint strategies are strategies that broaden the implementation world by employing limited shorting in a 130/30 context. These strategies continue as beta-1 products, building on the foundation of Enhanced strategies.
Alpha Strategies
In order to differentiate themselves from other strategies, these strategies acknowledge the inherent risks and possibilities of global stock investment. They combine our enhanced strategy with customized nation and currency models in order to take advantage of integrated alpha chances.
Unchanging Income
Our goal is to achieve consistent outperformance by systematically adopting investing themes across all of our holdings. A multi-factor investing strategy, which capitalizes on the underlying drivers of performance, will, in our opinion, provide excess returns that are uncorrelated with traditional fixed income managers and other asset classes. This is the opinion that we have. Core Plus strategies are those that select stocks within sectors with the goal of outperforming market indexes. However, these strategies may have restricted duration timing or sector rotation.
The Debt Incurred by Emerging Markets
Our company creates hard-currency sovereign portfolios by using systematic factors like nation, maturity, and asset selection to find securities that we deem appealing. Global Aggregate Strategies are strategies that attempt to outperform market indexes by picking duration-neutral nations, maturities, and currencies, in addition to issuers with constrained length and spread timing.
A High Rate of Yield
We build diverse portfolios by selecting stocks within a specific industry based on systematic variables that are considered appealing on a systematic level.
Alternate Options
As an early pioneer in the field of alternative investing, TD ICAV has a long history of effectively managing the intricacies of the techniques that fall under this category. Our alternative strategies aim to generate returns in both up and down markets by maintaining a balanced exposure to factors and asset classes, and investing in both long and short positions. We achieve this by maintaining a balanced exposure to both. We provide both absolute return strategies, which seek to maintain zero exposure to conventional markets, either at all times or on average, and total return strategies, which strive to keep some exposure to traditional markets. Both of these strategies are available to potential investors.
Strategies with an Absolute Return
This approach creates a multi-strategy framework that aggregates nearly all of TD ICAV's strategies and provides exposure to highly diversified portfolios.
The Strategies of Arbitrage
We offer our clients a diverse portfolio and event-driven arbitrage strategies. Credit Strategies is an investment firm that seeks to achieve positive absolute returns by taking both long and short positions in a diverse portfolio of credit instruments.
The Equity Market is Negative
The company employs a market-neutral multi-factor investing strategy based on TD ICAV's extensive global stock selection expertise. When it comes to investing in main asset classes, we make use of a wide variety of quantitative and qualitative inputs. The goal of Hedge Fund Premia is to efficiently capture a diverse range of traditional hedge fund techniques and deliver them to clients in a transparent and liquid vehicle.
Managed futures is a diversified strategy that aims to capitalize on price patterns in global asset classes.
Motivated by Opportunities
Our quantitative and qualitative methods pinpoint stocks with a substantial undervaluation.
Real Return Thrives aims to generate a positive real return that hedges against inflation through a diverse range of assets and methods. The objective of Style Premia is to derive the return premia from well-known features, such as value, momentum, carry, and defensive, and to do so across a variety of asset classes and geographical locations.
Beneficial to Negative Taxes in the Equity Market
We are making efforts to provide specific alternative techniques that are tax-efficient and have the potential to be tax-beneficial throughout an investor's entire portfolio. It is possible to use volatility strategies as a standalone strategy, a buy-write strategy, or a complement to standard equity strategies. Volatility strategies invest in the volatility risk premium.
Various Strategies for Diversified Growth That Offer a Total Return
This strategy offers a wide variety of return sources, including alpha, market risk premia, and alternative risk premia, while simultaneously reducing the degree to which classic diversified growth strategies are dependent on the appreciation of traditional assets.
Long-Short Equity Position
The investor maintains a continuous, net-long exposure to the market in addition to using our multi-factor investment approach, which is based on TD ICAV's largest global stock selection capabilities.
Balance of Risk
To form a portfolio that is both highly diversified and not overly dependent on any one asset class, we invest across global asset classes based on risk allocation rather than capital. We do this to achieve the goal of constructing a thoroughly diversified portfolio. Attempting to give a thorough exposure to a number of TD ICAV strategies concurrently, multi-strategy provides a diversified approach to alternative investment. We achieve this by offering all these strategies at the same time.
Our company, TD ICAV, is committed to aiding our clients in accomplishing their Environmental, Social, and Governance (ESG) goals. We evaluate environmental, social, and governance (ESG) concerns with the primary objective of improving the risk-to-reward ratio of our customers' investments.
Policies and Solutions for ESG
We provide investors with a wide variety of options to assist them in accomplishing their environmental, social, and governance goals. When you click on this link, you will be able to learn more about our ESG solutions and philosophy.
The Vehicles for Investment
Through a wide variety of investment structures, such as offshore limited partnerships and mutual funds, a wide variety of investors have the opportunity to gain access to TD ICAV strategies.
We give institutional investors, such as pension funds, defined contribution plans, insurance companies, endowments, and foundations, a choice of vehicles that are suited to the governance, pricing, and liability needs of their organization. These vehicles include pension funds, investment funds, and defined contribution plans.
- Funds from private sources
- Individually managed bank accounts and collectively administered investment trusts
We enable ordinary investors to access a wide range of our strategies through the mutual funds sponsored by TD ICAV. In addition to this, we provide a wide range of choices to investors in both Europe and Australia. Make sure to get in touch with us if you require any further information.
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