Skip to main content

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

View profile

Danny White

Senior Portfolio Manager

View profile

John Weiss

Co-Founder & CIO

View profile
Liquid Alternative Fixed Income Yield Seeking No Comments