METATRON LONG-TERM EQUITY FUND
Portfolio manager: Juraj Podracký
Investment objective
The objective of the fund is to achieve capital appreciation through long-term investment into the shares of quality companies.
Investment strategy
Portfolio manager uses fundamental analysis to identify quality companies, with main attention given to products, market position and history of the companies. Manager invests into companies with unique market position or product, which achieve long-term profitability, produce high free cash flow and follow policy of returning free cash flow to the shareholders. Risk of the portfolio is managed by a proprietary method of permanent loss. The main thesis of this method is to reject stock volatility as a measure of potential risk. For the Fund’s manager the risky investments are such which might from long-term horizon create permanent loss for the investors.
