Tabula Liquid Credit Income UCITS Fund
Restricted to Professional Investors Only
Investment Opportunity
Sustainable, Yield Seeking, Capital Efficiency
- Fixed income and credit manager with ~$1BN AUM, passive and active investing with focus on sustainability and ESG.
- Takes exposure to primarily liquid investment grade credit indices and applies a systematic tail-hedging strategy to mitigate downside risk during large market shocks.
- An evergreen and liquid strategy that aims to deliver better returns than high yield without the tail, default, or interest rate risk normally associated with such investments.
Investment Highlights
- Diversified long exposure to 250 US and European investment grade credits as well as leveraged positions in CDS which generally have higher returns and lower drawdowns than traditional bonds.
- Systematic offsetting hedges designed to mitigate macro shocks and strategy drawdowns.
- Exposure to credit indices combined with short-dated collateral results in low interest rate duration <1 year.
- Capped OCF <1% with no performance fee. Underlying indices trade on tight bid/offers.
Key People
David Peacock
Co-Founder & CEO
Danny White
Senior Portfolio Manager
John Weiss
Co-Founder & CIO
