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Pecora Capital is a global investment management firm that aims to provide superior risk-adjusted returns by investing across a broad and expanding range of asset classes.  An owner-run company, Pecora is independent and not subject to the constraints of a large corporation or bank.

Pecora Capital manages several boutique investment funds and managed account programs.  These include:

Equity Strategy

Pecora Capital's long-only Equity fund invests primarily in family-owned world market leaders and companies that trade for a discount to their net current asset value.  With patience and a long-term value investment strategy, the fund aims to identify the few hidden gems that are likely to outperform a highly diversified portfolio.

Key Features:

  • Diversified into 15-30 positions with several, carefully chosen concentrated allocations.
  • Investing in predictable, high-quality cash-flows and companies with dominant market positions at the right price.

Alternative/Hedge Strategy

Pecora Capital's alternative/hedge strategy seeks to add alpha, reduce correlation to the market and reduce downside risk.  The investment objective is aggressive growth of capital through systematic momentum and macro trading.  Designed to provide absolute return and "crisis alpha," the strategy aims to exploit large tail events in global equity markets using directionally dynamic long, short or flat trading programs.

Key Features:

  • Seeks alpha through market momentum and exploiting idiosyncratic trading opportunities in global markets.
  • Highly diversified, providing long/short exposure to equity indices, interest rates, foreign currencies, energies, metals and soft commodities.
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Key Features

  • Asset allocation guided by BlackRock
  • Multiple currency share classes: GBP, USD, EURO & SGD.
  • Security of UCITS 5 Daily traded fund structure
  • Accumulation & Distribution share classes.
  • Distribution share classes paying income of 4% pa.
  • Up to 4% initial commission and 0.75% pa trail fee
  • Class beating low TER at 0.90% pa, or 1.65% with trail fee.
For more information on the 1OAK Multi Asset Fund strategies link to the website HERE.
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The Orchard Fund's objective is to deliver positive, inflation beating returns through the investment cycle without incurring significant losses. We are targeting a total return averaging 6-8% per annum through the cycle and targeting a 6% dividend yield for the distribution class.

We ‘agree’ to buy top quality, highly liquid, dividend paying global companies that meet strict criteria, below their intrinsic worth. The portfolio earns a positive cash flow from these agreements and interest income from our cash holdings.

Orchard’s investment strategy has the potential to deliver positive performance whether stock markets are going up, moving sideways or modestly downwards. ‘Agreeing’ to buy companies below their intrinsic worth avoids the associated risk of buying over valued assets.

For more information visit www.mitonoptimal.com/jersey/fund-performance

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The Levendi Thornbridge Defined Return Fund is an actively managed portfolio of defined return investments developed by Levendi Investment Management. It aims to generate positive returns of Libor + 6% under most market conditions in the medium term, with less volatility than major global equity markets.

The Fund has been created for lower risk investors that want a high chance of receiving a good return under a broad range of market conditions. It offers defensive, diversified equity market exposure. The fund is managed to maximise the chance of generating a positive return and provide a degree of protection if markets fall.

The Fund can be used as part of an investor's global equity allocation or as an absolute return fund. The headline objectives are:

  • Positive returns under most market conditions
  • Low volatility
  • Daily liquidity
  • Expert management
  • Access to institutional defined return investments
  • A degree of protection
  • Active risk management
  • Diversified market exposure
  • Diversified issuer exposure & active credit management
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For more information: www.levendi-im.com/product/international-share-class

The Darwin Leisure Property Fund, launched in 2008, is an open-ended unit trust which provides investors with exposure to the lucrative UK holiday park industry.

The Fund purchases and operates a portfolio of UK Holiday Parks.  It is an alternative asset class which offers:

  • Predictable, stable, long-term returns
  • Capital preservation and appreciation
  • Diversification from traditional real estate portfolios and mainstream asset classes
  • Target annualised returns of 6-8%

For more information visit www.darwinalternatives.com

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