OTP Föld Kincsei Származtatott Alap

public, open end, total return, commodity fund

Inception: 04.02.2009. | Bloomberg: OTPTECA HB Equity

Portfolio managers

Investment policy, about the portfolio

The Fund is an actively managed commodity fund. It aims to find undervalued and niche segments in the commodities space. The fund manager trades crude oil, natural gas, precious metals, PGMs, agricultural products, industrial metals in both long and short directions and also invests in commodity-linked companies (e.g. companies aim to reduce their carbon emission, mining, commodity trading and green energy companies, etc.). The Fund often takes large positions in the most liquid and tradeable instruments with altogether maximum 2 times leverage in commodities and with keeping the average risk exposure around 150%. Given the high volatility and extreme moves on the commodity markets, the fund manager believes that very active trading and sometimes a contrarian approach can lead to positive returns. Investment decisions are based on a mixture of fundamental and technical tools.

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• Monthly factsheet