finccam BD Tail Protect Fund: Risk-controlled investing in interest rate and credit risk premia

The finccam BD Tail Protect Fund implements a European bond strategy (investment grade) with tail protection against strong corrections in credit and interest rate markets. The fund thus offers a stable return profile by collecting interest rate and credit risk premia while systematically reducing extreme risks from interest rate and spread movements. As the first UCITS solution of its kind, the fund offers an innovative fixed-income concept that combines three key advantages:

• Stable and attractive return profile: European bond strategy (investment grade) as the base portfolio, proprietary tactics as an additional source of returns
• Proven tail risk management: significant added value through reduced loss potential in highly negative bond markets via cost-efficient hedging strategies (“tail hedge”)
• Experience meets innovation: a strong team of bond specialists, risk managers and quants combines many years of market experience with state-of-the-art quantitative methods

Reinhold Hafner (Managing Director and Partner at finccam) comments: "Avoiding or limiting losses is of central importance in bond management. Many bond investors still remember the year 2022 with horror, with historically negative bond yields in the double-digit range and additional negative contributions from active management (alpha). This was a motivation for us to develop the finccam BD Tail Protect strategy. Our team combines many years of qualitative bond expertise with quantitative know-how and our risk management DNA."

finccam BD Tail Protect - the solution for attractive bond returns with built-in risk management.