Powerful combination: FERI AG launches long/short strategy with two funds under the UCITS umbrella

FERI AG has launched a new long/short strategy. Its aim is to combine the return opportunities of a more aggressive investment strategy with the stability of a market-neutral strategy, thereby creating a balanced risk/return profile. It comprises two independent, complementary long/short funds in a liquid UCITS structure: the FERI Global Select Long Short Fund (ISIN: DE000A41ACX7) and the FERI Systematic Market Neutral Fund (ISIN: DE000A41AD06).

The FERI Global Select Long Short Fund is a long/short strategy with low market dependency. The management team led by Tao Wan and Anvar Avazbekov invests in the most promising concepts of globally active long/short offshore hedge fund managers with a focus on liquid large-cap equities. The fund's investment approach is based on more than two decades of experience in selecting offshore managers: four to six managers are selected from a global universe of more than 4,000 long/short managers using a systematic selection process that takes around 400 parameters into account. Their top long and top short positions form the basis for portfolio construction.

The FERI Systematic Market Neutral Fund, on the other hand, aims to generate market-independent returns. Its investment universe comprises the approximately 1,300 stocks currently included in the MSCI World Index. The portfolio is constructed on the basis of the established systematic selection process used by FERI Systematic Global Equity. The stocks in the investment universe are evaluated on the basis of micro- and macroeconomic factors. Based on this, the portfolio management team led by Thomas Gerner and Miroslav Gajic invests in the top 10 percent of stocks and takes a short position in the bottom 10 percent.

“With more than 25 years of experience in hedge fund investments and the largest hedge fund team in Germany, we can offer our investors first-class investment opportunities in this area,” explains Marcus Storr, Managing Director, Alternative Investments at FERI.

Carsten Hermann, Executive Managing Director, Investment Management at FERI, explains: “The vast majority of hedge funds are offshore structures, and this also applies to long/short funds. German investors have only had limited access to these funds to date.” To enable them to invest in these funds, FERI has launched two new UCITS strategies.

According to Hermann, such strategies are becoming increasingly attractive, particularly in light of the greater return dispersion expected on the stock market in 2026.

“Hedge funds such as long/short strategies play an important role in a multi-asset context because they make a decisive contribution to portfolio diversification,” adds Dr. Marcel V. Lähn, CEO & CIO of FERI AG.

The FERI Global Select Long Short Fund and the FERI Systematic Market Neutral Fund are now available to private and institutional investors.