Altana Wealth: consistently outperforming through innovative and niche investment strategies

As digital assets (cryptocurrencies, tokens and digital collectables) emerge as a viable investment class, one specialist fund manager, UK-based Altana Wealth, is proving its expertise in deploying innovative investment strategies with low correlation to public markets and other asset classes. Indeed, its competitive advantage has been built on superior information analysis and a distinct investment style reinforced by applying niche strategies that generate alpha and are unique enough to be overlooked by peer managers. Altana Wealth demonstrates its commitment as a meaningful co-investor in its funds by aligning interests with investors.

ALTANA DIGITAL CURRENCY FUND ENABLES INVESTORS ACCESS TO ACTIVELY MANAGED DIGITAL CURRENCIES

Importantly, Altana Wealth launched the first regulated European Digital Assets Fund in 2014. The Altana Digital Currency Fund (ADCF) is managed by Alistair Milne, a recognised industry expert and digital assets native. The Fund aims to take advantage of volatility and increase investor returns rather than passively benchmark. ADCF has returned 3,600% net since inception and has outperformed the Bloomberg Galaxy Crypto index by 1000%. Structured as an open-ended fund that invests in cryptocurrencies in proportion to their global market capitalisation, most of the fund’s value is currently derived from the price movement of Bitcoin and, to a lesser extent, Ethereum.

Moreover, given the observed high borrowing rates when increasing exposure above 100%, Altana’s leadership team, comprising Neil Panchen (CTO), Alistair Milne (CIO of ADCF) and Lee Robinson (Altana Founder and CIO), decided to investigate and study the lending market. This led to a systematic framework followed by direct lending with proprietary capital on the platform in 2016. After successfully testing the platform for one year, Altana launched Altana Specialty Finance (ASF) in January 2017 with Neil Panchen as Portfolio Manager.

ALTANA SPECIALTY FINANCE HAS DELIVERED SOLID RETURNS UNDER ALL MARKET CONDITIONS SINCE ITS INCEPTION.

ASF, an Alternative Credit Fund that lends USD cash to digital asset traders, recorded its 83rd consecutive positive monthly return in November 2023. The fund has returned a 12.5% net annualised IRR with a 2.0% annualised volatility. It is the only regulated digital assets fund with a long track record, no down months, and a high Sharpe Ratio of 4.9. Indeed, its consistent double-digit returns in 2022, when most digital asset funds had material drawdowns, reflect its deep investment insight and portfolio management skills.

The investment strategy is uncorrelated to both traditional processes and digital asset strategies, so it sits well in both types of portfolios. It is systematically managed with discretionary inputs (80/20) by PM Neil Panchen, architect of the systematic lending platform, who was part of the team that built Deutsche Bank’s Global FX business and was responsible for Deutsche’s Global FX IT Trading platforms in 2008.

In addition, Altana leveraged its quantitative trading expertise to develop a proprietary statistical algorithm that lends to digital asset traders 24/7, maximises the interest earned and minimises the risk on the loan portfolio. ASF secures its loans against the over-collateralised digital assets traders buy on exchange. Altana prudently undertakes a rigorous counterparty risk analysis and lends to digital asset traders in the ASF Fund on venues that meet this criterion.

Indeed, Altana Wealth has methodically orchestrated the launch of three digital asset funds that provide investors with diverse ways to take advantage of the digital currency markets by executing unique investment strategies.

Affirming its institutional achievements, particularly for its Altana Specialty Fund, The Digital Banker recognised Altana Wealth as “Best Asset/Fund Manager for Digital Assets in Western Europe” at the recently concluded Digital Assets Awards 2023.

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