Fund Management
Each of our funds is professionally managed by
seasoned investment specialists, designed with prudent diversification
and rigorous oversight to deliver consistent, risk-adjusted
returns across market cycles.
Rockstead Private Credit Fund
Rockstead Private Credit Fund is designed to deliver stable monthly income through disciplined and risk-managed investments in high-quality private corporate debt instruments.
This fund targets a monthly dividend distribution of 0.6%, providing investors with a reliable stream of income, reflecting Rockstead's focus on consistency and disciplined execution.
There is no lock-in period for investors, and redemptions can be made without penalty, ensuring confidence and convenience in portfolio management.
Since inception, the fund has maintained an exceptional track record of zero downside volatility or drawdowns. It has achieved profitability in 100% of reported months, underscoring Rockstead's systematic approach to risk management and its ability to deliver resilience in all market conditions.
Rockstead Alpha Fund
Rockstead Alpha Fund is a global equity strategy designed to outperform the MSCI World Index by investing in high-quality global companies with strong fundamentals and sustainable competitive advantages.
Guided by a disciplined, bottom-up approach, the Fund focuses on businesses with resilient market positioning, strong free cash flow generation, and prudent capital management, unconstrained by sector or geography.
Our portfolio management mandate allows for the use of leverage and strategic hedging to mitigate tail risk, ensuring a robust and resilient investment strategy that balances risks and rewards. Once returns while mitigating downside risk in volatile markets.
The fund targets companies with enduring “economic moats”, those capable of sustaining profitability and growth over time.
The fund invests in high-quality companies with a proven track record of strong returns, healthy cash flow, and disciplined financial management – businesses that demonstrate the capacity to grow sustainably over time.
The fund focuses on businesses led by owners and insiders with significant equity stakes, ensuring that their interests align with the company’s performance and providing diligent oversight.
Rockstead Quant Fund
Rockstead Quant Fund employs a data-driven investment strategy built to deliver long-term growth and resilience across market cycles. Using advanced quantitative models and disciplined, rules-based execution, the fund seeks to capture market opportunities while managing risk with precision.
Designed for investors who value analytical insight and systematic consistency, the fund combines innovation with Rockstead’s commitment to clarity and performance.
The fund employs a tactical allocation across quantitative strategies spanning multiple asset classes, including FX and equity indices, to diversify its sources of return. This adaptive framework enables the fund to dynamically capture opportunities as market conditions evolve.
The fund seeks to deliver attractive risk-adjusted returns over a full market cycle. While the strategy may undergo periods of volatility, it is designed to compound capital through active risk management, capturing value from equity drawdowns and market dislocations while maintaining discipline across varying market regimes.
Through an integrated risk management framework, the fund dynamically adjusts exposures to maintain balance during both expansionary and corrective phases. Hedging components and tactical positioning are employed to help stabilize returns and protect capital during periods of heightened volatility.
Rockstead Private Credit Fund
Rockstead Private Credit Fund is designed to deliver stable monthly income through disciplined and risk-managed investments in high-quality private corporate debt instruments.
This fund targets a monthly dividend distribution of 0.6%, providing investors with a reliable stream of income, reflecting Rockstead's focus on consistency and disciplined execution.
There is no lock-in period for investors, and redemptions can be made without penalty, ensuring confidence and convenience in portfolio management.
Since inception, the fund has maintained an exceptional track record of zero downside volatility or drawdowns. It has achieved profitability in 100% of reported months, underscoring Rockstead's systematic approach to risk management and its ability to deliver resilience in all market conditions.
Rockstead Alpha Fund
Rockstead Alpha Fund is a global equity strategy designed to outperform the MSCI World Index by investing in high-quality global companies with strong fundamentals and sustainable competitive advantages.
Guided by a disciplined, bottom-up approach, the Fund focuses on businesses with resilient market positioning, strong free cash flow generation, and prudent capital management, unconstrained by sector or geography.
Our portfolio management mandate allows for the use of leverage and strategic hedging to mitigate tail risk, ensuring a robust and resilient investment strategy that balances risks and rewards. Once returns while mitigating downside risk in volatile markets.
The fund targets companies with enduring “economic moats”, those capable of sustaining profitability and growth over time.
The fund invests in high-quality companies with a proven track record of strong returns, healthy cash flow, and disciplined financial management – businesses that demonstrate the capacity to grow sustainably over time.
The fund focuses on businesses led by owners and insiders with significant equity stakes, ensuring that their interests align with the company’s performance and providing diligent oversight.
Rockstead Quant Fund
Rockstead Quant Fund employs a data-driven investment strategy built to deliver long-term growth and resilience across market cycles. Using advanced quantitative models and disciplined, rules-based execution, the fund seeks to capture market opportunities while managing risk with precision.
Designed for investors who value analytical insight and systematic consistency, the fund combines innovation with Rockstead’s commitment to clarity and performance.
The fund employs a tactical allocation across quantitative strategies spanning multiple asset classes, including FX and equity indices, to diversify its sources of return. This adaptive framework enables the fund to dynamically capture opportunities as market conditions evolve.
The fund seeks to deliver attractive risk-adjusted returns over a full market cycle. While the strategy may undergo periods of volatility, it is designed to compound capital through active risk management, capturing value from equity drawdowns and market dislocations while maintaining discipline across varying market regimes.
Through an integrated risk management framework, the fund dynamically adjusts exposures to maintain balance during both expansionary and corrective phases. Hedging components and tactical positioning are employed to help stabilize returns and protect capital during periods of heightened volatility.