At LíoraVervé Global, the core of our investment philosophy is the belief that progress is not a passive occurrence – it is shaped by deliberate, visionary capital. We invest with conviction in what redefines human potential. We believe these to be the cornerstones of the future.
Long | Short Equity Hedge Fund
This is LíoraVervés flagship fund which seeks long-term capital appreciation by identifying investment opportunities deemed to be undervalued (long positions) while simultaneously taking positions that profit from securities expected to be overvalued (short positions). The strategy seeks to generate total returns from selections while reducing overall market exposure and risk.
Event-Driven Hedge Fund
The fund seeks long-term capital appreciation by identifying investment opportunities created by corporate events such as but not limited to mergers and acquisitions, restructurings, spin-offs, bankruptcies, and other transactions. The fund generates total returns by identifying situations where market price does not fully reflect the potential impact or outcome of the events.
Private Credit Fund
The fund seeks long-term total return appreciation by providing capital directly to companies or projects through customized lending solutions that are often unavailable through traditional public markets. The fund primarily invests in secured loans and other debt instruments, seeking to generate income and downside protection through discipline underwriting. The funds total returns are achieved through interest income and capital-related gains from lending activity.
Global Position Equities Fund
The fund seeks long-term capital appreciation by identifying investment opportunities primarily in public equities and dynamically allocates capital across sectors based on economic, capital market, or valuation trends. The strategy seeks to enhance risk-adjusted returns by overweighting sectors expected to outperform and reduce exposure to sectors expected to underperform through all types of life cycles.
XXX Fund
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Global Income Fund
The fund seeks long-term capital appreciation by identifying assets that generate regular cash flows, such as dividend-paying stocks, bonds, and other income-producing assets. The fund provides a steady stream of income and automatically reinvests it into additional shares or equity. The funds total returns grow through the compounding effect of reinvested income.
Global Long Only || Value Fund
The fund seeks long-term capital appreciation by identifying fundamentally healthy businesses whose market price does not fully reflect the underlying worth. The manager focuses on undervalued businesses, the fund aims to benefit as market valuations converge with intrinsic value, across developed and emerging markets.
Global Long Only || Growth Fund
The fund seeks long-term capital appreciation in the form of revenue, earnings, and/or market share at a faster rate than the broader equity market. Growth managers focus on businesses with significant fundamental upside potential, across developed and emerging markets.
Passive Equities || Global Index Tracker
The fund seeks long-term capital appreciation by replicating returns of the market index rather than actively investing in individual securities. It invests in a diversified portfolio of securities designed to track the performance of a global market index.