Portfolio Manager:

Alphons Vermorken

Chief Investment Officer:

Lee Robinson

Current Price

To be added.

Key Strategy Facts

Liquidity: Daily

Transparency:  Monthly (Top winners/losers)

Strategy Currencies: USD; EUR; GBP

Fee Structure:

Performance: 20% (High watermark)

Management: 1.5% (Institutional) or 2.0% (Retail)


Structure: Managed Account

Investment Manager: Altana Wealth Ltd, London

Umbrella company :

Regulated Managers: Altana Wealth Ltd. (London) and Altana Wealth S.A.M. (Monaco)

Depositary: Société Générale S.A., Dublin Branch

Administrator: Société Générale Securities Services

Auditors: Grant Thornton

Lawyers: Walkers Ireland

For further information please contact:

For institutional investors:

Nerissa Ventanilla

Investor Relations


+377 97 70 56 36

+44(0) 207 079 1080

For retail investors:

Please contact your Independent Financial Advisor.

Altana Director Alignment Strategy US Micro Cap Live Portfolio Data

Investment Approach & Edge

Altana Director Alignment Strategy Fund UCITS (ADAS) is a systematic US equity Long/Short strategy investing in stocks with a market cap between USD 100million and 300 million. It generates alpha on both the long and the short books by filtering directors’ transactions.

Our method is based on having a deeper understanding of the reasons behind each director’s purchases and sales.

It is only by analyzing the full picture of all the transactions happening in that period of time that you can conclude if it yields true alpha.

There are many reasons for corporate insiders to sell but only one reason to buy. Maybe, just
maybe, savvy investors will be able to profit from the acceptable face of insider trading
Peter Lynch, Manager, Magellan Fund – Fidelity Investment, 1977-1990

Our Edge is based on the following:


True alpha can be obtained from an information advantage.


Companies move closer and closer to real time reporting.


The individuals best informed on their company performance are the directors.


Directors are better market timers.

Strategy Performance

Performance Estimates

Performance Disclaimer

The performance numbers are estimates and strictly for indicative purpose only. Please refer to the official performance results provided by our Fund Administrator or contact Investor Relations.

ADAS vs. S&P 600

Strategy Exposure and Trades


Number of Trades

Strategy Characteristics

Long Book

Short Book

Net Market Capitalization

©2017 Private & Confidential | info@AltanaWealth.com | www.AltanaWealth.com Altana Wealth Ltd | 8 Pollen Street | London W1S 1NG | Tel: +44 (0) 20 7079 1080+44 (0) 20 7079 1080 | Authorised and regulated by the Financial Conduct Authority Altana Wealth SAM | 33 Avenue St Charles| Monaco 98000 | Tel: +377 97 70 56 36 +377 97 70 56 36 | Authorised and regulated by the Commission de Contrôle des Activités Financières

©2019 Altana Wealth

Altana Wealth Limited is authorised and regulated by the "Financial Conduct Authority". Altana Wealth SAM is authorised and regulated by the "Commission de Contrôle des Activités Financières".

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