Risk Managed Multi Factor REIT is a quantitative strategy aiming to deliver both outperformance over FTSE NAREIT All Equity Index during market upswings and downside management during severe market downturns. It combines our multi factor stock selection model with our tactical risk management tool. When the market is identified as “risk on”, the strategy normally invested in 25-30 publicly-traded REITs with stronger momentum, better valuation, smaller size and lower leverage. When the market is identified as “risk off”, the portfolio risk exposure is hedged or reduced. The strategy has the flexibility of investing only in cash or cash equivalent during negative market environment.
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