VISIO MARKET NEUTRAL FR RETAIL HEDGE FUND

Visio Market Neutral is a low net absolute-return focused equity long/short hedge fund, targeting a low correlated source of returns to equity markets. The fund invests in JSE-listed stocks, as well as offshore listed equities. Investment decisions are based on indepth research of company and sector fundamentals. The strategy has limited derivative positions and net equity exposure of 40%-60%. The fund has annualised 14.4% versus the ALSI’s 10.5% since inception in 2006.

Investment team

The fund is managed by founder and CIO Patrice Moyal together with the investment team. Patrice is a chartered accountant with 26 years’ investment experience and is complemented by the team, which has a combined 245 years’ experience. The investment team of 14 has a diverse skills base and cultural backgrounds. The team has qualifications in accounting, corporate finance, equity research and private equity and includes chartered accountants, mathematicians, chemical engineers and CFAs. These varying backgrounds complement each other and help avoid myopic vision when analysing companies.