Investment management company Kestrel Investment Partners (Kestrel) has launched a new global multi-asset fund, the Kestrel Global Portfolio. The fund launches with GBP25 million assets under management and a Silver grading from S&P.
The Kestrel Global Portfolio will be managed by John Ricciardi, assisted by Max Royde.
The well established Dynamic Asset Allocation investment process in the Kestrel Global Portfolio was first created by Ricciardi over twenty years ago. It allows Ricciardi and the fund management team to make allocation decisions based on relative levels of risk across asset classes on a global basis. The aim of the process is to preserve capital whilst equity markets fall and provide good participation as markets rise.
The daily dealing UCITS IV fund makes use of multiple instruments to provide asset exposure including bonds, ETFs, direct equity holdings and commodities.
John Ricciardi, CEO Kestrel Investment Partners and fund manager, says: “I am delighted to have launched the fund using the latest version of our Dynamic Asset Allocation methodology and joining forces and pooling expertise with the partners at Kestrel. I am looking forward to applying our latest technology to drive superior performance.”