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At Elite Trust, we distinguish ourselves by offering a diverse range of funds, domiciled globally, meticulously designed to align with your unique financial needs.
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Fundamental, Opportunistic Trading
After a strong 2-year rally for risk assets, we plan to right-size some of our top-performing fundamental exposures within Elite Trust UK, potentially opting for more opportunistic approaches in the future.
Cap Structure / Vol Arb
We plan to reduce our allocations to convertible arbitrage strategies. Our outlook remains positive, but it is less constructive than last quarter’s, driven by an influx of capital in the space (particularly from managers in highly levered multi-strategy firms), tight spreads in convertible credit, and modestly richer valuations.
Discretionary
Our outlook for DM discretionary trading managers has improved as we expect GOP policies to benefit cross-asset volatility and dispersion.
Commodities
We maintain high conviction in commodities, particularly in energy (natural gas) and power, and plan to grow our allocations.
Strategic Outlook for 2025
Looking ahead to 2025, despite anticipated volatility, we foresee economic fundamentals and investor sentiment remaining supportive of risk assets. We will strategically allocate a moderate amount of beta to portfolios, selectively choosing sources given potential outcomes under the Trump administration. We maintain a strong conviction in the technology, energy, and financials sectors, and plan to broaden our exposure to the AI theme. Additionally, we anticipate benefiting from increased equity capital markets activity due to Trump's pro-business agenda.
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