French boutiques Roche-Brune AM and Markus AM have joined forces to boost the Capital Prudence strategy, a diversified fund with a five-year track record.
Markus AM ensures the management of the fund (allocation and risk) while its equities exposure relies on Roche-Brune’s proprietary methodology to generate alpha.
The portfolio is invested at least at 80% in bonds and money market instruments through the selection of funds, trackers and derivatives. The equities bucket can raise to a maximum of 20%.
The Capital Prudence fund seeks to outperform the daily compounded Eonia by 2%.
Roche-Brune AM is part of Primonial Investment Managers and had €286m of assets under management at end 2015.
Markus AM has been established in 2013.