Lumyna’s Post

Name: Introducing HBK's Lumyna UCITS Fund | Lumyna posted on the topic | LinkedIn
Uploaded: 2024-07-23T14:23:48.374Z
Channel: Lumyna

Lumyna

1,633 followers

3mo

The Lumyna – HBK Diversified Strategies UCITS Fund is the largest liquid alternatives fund launch in the past 12 months, according to an industry report. Founded in 1991, HBK Capital Management is a near $7bn global, multi-strategy manager focused on relative-value and arbitrage strategies. Here, Matt Moss from HBK Capital Management introduces the firm, its core values and the value proposition. For institutional investors only. Capital at risk. 👇 Click below watch the full series. https://lnkd.in/gvXr-YnG #Lumyna #UCITS #HedgeFunds #AlternativeInvestments #investing #markets

Transcript

HBK Capital Management is a $7 billion global multi strategy hedge fund manager with offices in Dallas, New York and London. Since our inception in 1991, we've become a successful and trusted name in the hedge fund industry by aiming to produce attractive absolute returns with relatively low volatility and low correlation to major market indices. And operating with the highest levels of integrity and transparency Over our 31 year history, we've strengthened our team, technology and investment processes through multiple generations of leadership. Today, the firm is led by 11 partners and currently employs about 190 people, with about 1/3 of those being our investment professionals. HBK's flagship product is its Multi Strategy Fund, which has delivered 9.2% net returns with 4.3% standard deviation and a beta to the S&P 500 of 10% since inception with only two down years in 32 years and only four drawdowns of over 4%. We are partnering with Lumyna to launch a truly diversified single manager multi strategy fund in that UCITS space. The Fund will dynamically allocate capital to opportunities across 7 diverse sub strategies including Distressed Corporate Credit, Convertible Arbitrage, G7 Fixed income, Merger arbitrage and Structured Credit. We believe the fund could be particularly helpful to UCITS investors who value steady positive returns, careful risk management and the opportunity to complement a portfolio of directional investments with HBK's diverse mix of uncorrelated strategies. HBK is a multi strategy manager that's particularly equipped to enter the UCITS space. For years, HBK's hedge fund products have managed relatively liquid portfolios, employ modest amounts of leverage and maintain the strong operational compliance. And technology capabilities necessary to adapt to use its regulatory requirements. A unique facet of HBK is our centralized disciplined investment process. At any given time, HBK runs up to 150 different trade ideas, each of which is reviewed and approved by our two Co chief investment officers. The trades generally have position specific hedges and trade schedules. Our investment team dynamically directs capital to its strongest individual ideas on a real time basis. Another strength of HBK is our leadership structure. Rather than being led by a single founder, HBK is led by its eleven partners who share equity in the business. This has been critical in attracting and retaining top talent, reducing succession risk and has allowed HBK to grow into an enduring institution over its 32 year history. We think about our value proposition to UCITS investors in three market environments. In non volatile periods in the markets, HBK aims to deliver steady returns above the risk free rate. During volatile periods HBK strives to protect capital and post volatile periods HBK seeks to produce outsized returns. In all environments, we provide exposure to a diversifying return stream from a trustworthy risk manager with a 32 year factor.

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