Investment Strategies

Our Approach

Garuda Fund employs a multi-strategy trading approach that seeks to deploy capital in the best investment opportunities.

Built on decades of research and experience, our investment philosophy is based on three core principles: Fundamental Investing, Systematically Applied, Thoughfully designed. 

WHO ARE WE

Garuda Fund employs a multi-strategy trading approach that seeks to deploy capital in the best investment opportunities.

Built on decades of research and experience, our investment philosophy is based on three core principles: Fundamental Investing, Systematically Applied, Thoughfully designed. 

Investment Strategies

1. Equities

Our equities team combines fundamental stock selection with advance analytical methodologies to comb through thousands of companies around the world.

Garuda Fund invets in companies from a large array of industries, including Communications, Healthcare, Fintech, Energy and IT sectors. 

A portion of our portfolio is in arbitrage positions, which are designed to take advantage of small anomalies between similar instruments to hedge and manage risk effectively.

2. Fixed Income

Fixed income broadly refers to different types of investment security that pays fixed interest or dividend payments until its maturity date.

Our fixed income team seeks to use macro and relative value strategies to invest in fixed income securities across different markets. 

We believe that a multi-factor investment approach can generate excess returns that are uncorrelated to other asset classes.

3. Commodities

At Garuda Fund, commodities trading is an important way to diversify our portfolios beyond traditional securities. 

We evaluate opportunities across multiple commodities markets, such as natural gas, crude, refined metals and agriculture.

Over time, commodities and commodity stocks tend to provide returns that differ from other stocks and bonds, and can also serve as a potential hedge against inflation.

4. Credit

The credit marketplace is made up of a large variety of investment choices, differentiated by their issuers, structures, and underlying assets.

We categorize different capital structures in credit based on portfolio goals and risk appetite to create a well-constructed portfolio.

Our focus ranges from government-backed treasury bonds to more complex illiquid structure, including corporate bonds, convertible bonds, credit derivatives and credit indices.

5. Cryptcurrency

The decentralized nature of cryptocurrencies have ushered in a new era of digital finance, and our cryptocurrency team seeks to provide investors with exposure to some of the largest cryptocurrencies in the world.

The blockchain market is expected to exceed 57,000 million by 2025, with a CAGR of 69.4% over 6 years from 2019 to 2025. (Source: Grand View Research)

We primarily seek to uses a rule-based investment process to strategically diversify capital across the 20 largest cryptocurrencies in terms of market capitalization.

6. Tech and Robotics

Our Tech and Robotics team seek to provide exposure to a fast-growing segment of the technology industry.

Our focus is on companies that use AI, in the robotics, automation, healthcare, and automobiles industries, promoting long-term capital growth by investing in domestic and foreign equity securities of such companies. 

To that end, we have invested in a range of multi-cap equities and follow a blended strategy of investing in both value and growth stocks of companies engaged in robotics and AI.

7. Fintech

Technology’s disruption of financial services continue to intensify and have accelerated the development of several spaces such as mobile payment, P2P lending and cloud computing. 

Garuda Fund’s Fintech investment team seeks to capture key fintech investment opportunities that offers the longest runaway for growth, and we are on the lookout for innovations that can revolutionize the financial industry. 

The complexity of the fintech industry demands a thorough examination of growth opportunities, and how they can thrive in an environment of increasing regulations. However, the scale of the fintech industry ensures that there are thousands of eligible companies that we will analyze for long-term growth potential.

8. Next Gen Internet

Web 3.0 is the next generation of Internet technology, where devices are connected in a decentralized network instead of server-based databases. 

We look at companies deeply involved in machine learning, artificial intelligence (AI), and Blockchain with the aim to create more open, connected, and intelligent web applications. 

These innovations are changing the way the world manages information, analyzes data, purchases and consumes goods, and communicates across the globe, providing unprecedented machine-based understanding of data and transparency.

9. Foundation

A foundation company can be used for private, commercial or philanthropic purposes. It has the well-known advantages of being a company and it is subject to long-established legislation.

It has great flexibility with regard to objects, management, supervision and everything else, enabling it to be tailor-made  to the founder’s plan and circumstances. It has clear advantages over the trust, over the usual “not for profit” company, and over the foundation introduced in other offshore centres.

The incorporation process for a Foundation is the same as that for a traditional exempted company under the Companies Law other than as to certain additional requirements (and existing companies can be converted if they satisfy these same