Current market conditions and opportunities inform two main investment themes for the Aurora Fortitude Absolute Return Fund: a) low cost of protection, and b) primary issuance of hybrids is creating opportunities in short end secondary transactions.
These themes highlight the key feature of the multi-strategy management of the Aurora Fortitude Absolute Return Fund. The portfolio managers use a broad range of strategies within the portfolio for investment and to manage risk.
Click to read Market Opportunities and Portfolio Themes written by Thomas Gillespie (Head of Research).