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Siyata Capital’s competitive edge is our pioneering workplace culture that relies on truthful and transparent communication to ensure the best ideas win out. We believe meaningful work and meaningful relationships emerge when you assemble high-performing teams and push them to engage in rigorous and thoughtful inquiry.
The Partnership’s investment objective is to achieve capital preservation and incremental growth of capital by investing primarily in highly liquid long/short equities, derivative products and thematic long/short equities. The Investment Manager’s aim is to outperform traditional equity markets by identifying the next generation of market-leading companies
The investment objective of the Partnership is to achieve capital preservation and incremental growth of capital by investing primarily in highly liquid long/short equities, derivative products and thematic long/short equities. The Investment Manager’s aim is to outperform traditional equity markets by identifying the next generation of market-leading companies.
The Partnership seeks to achieve its investment objective by utilizing a theme-based long/short equity investment strategy. Our approach seeks to capture the opportunities created by long-term structural trends, and the medium-term cyclicality often associated with these trends, across various asset classes. This allow us to actively manage risk and ensure that the Partnership’s capital is deployed in the opportunities that best reflect the Investment Manager’s investment convictions.
A long/short equity strategy typically involves a component of value investing, by buying securities believed to be significantly under-priced and/or selling securities believed to be significantly over-priced by the market in relation to their potential value. A long/short equity strategy generally will seek to buy securities in the expectation that they will increase in value (called “going long”) and take synthetic short positions in the expectation that they will decrease in value (called “going short”). A long/short equity strategy may also hedge its positions through the use of financial derivative instruments.
In executing the Partnership’s long/short equity strategy, the Investment Manager generally employs fundamental and/or quantitative analysis that evaluates the underlying determinants expected to affect the price of particular securities. The actual research process may be based on a bottom-up approach that first examines the factors affecting a single company or marketplace, or a top-down approach that first analyzes the macroeconomic trends affecting a market or industry. The long/short equity strategy attempts to (i) spot changes in fundamentals;
(ii) identify where comparable companies are mispriced in relation to each other and buy the undervalued companies and sell short the overvalued ones; and (iii) capture the excess return as a perceived mispricing narrows, while attempting to minimize overall net market risk. The long/short equity strategy can be effected in a variety of manners and can use a variety of techniques, including, but not limited to, hedged equity, long-only, long- and/or short-biased, market neutral and/or sector-specific strategies.
Equity securities, including common and preferred stocks, convertible securities, depositary receipts and the equity securities of REITs;
currencies and currency-related instruments;
financial derivative instruments, such as options, futures, forwards, swaps and commodity index-related instruments.
The Partnership’s investments may include securities of issuers of any industry, sector or market capitalization, and which are located throughout the world, including developed and emerging market countries, as well as securities denominated in various currencies
Bottom-up investing is a trading methodology which seeks to make an investment decision based on the specifications and action of a specific security, rather than trends and occurrences in the broad market. This approach is in contrast to a top-down trading approach, and generally is more suitable for active traders.Underlying the bottom-up investing approach is the hypothesis that certain securities can overcome and diverge from the current macroeconomic factors. For example, a security’s ability to outperform may be a result of a new product release or earnings release that drastically outperforms the security’s industry sector.
IN addition to bottom-up trading, the Investment Manager’s investment approach is based on thematic idea generation, a systematic framework for analyzing companies and proactive risk management. Utilizing this approach, the investment team seeks to construct a focused portfolio designed to maximize alpha while limiting downside risk over the long term, as further described below.
Identify inflections in multi-year trends caused by changes in supply/demand dynamics, societal behavior, market conditions, technology, laws/regulations and business models, and other variables which can lead to powerful re-valuation of industries and companies.
Find areas where the investment team’s views on industry fundamentals differ from consensus estimates—a key element in alpha generation.
Apply a systematic framework for analyzing companies across sectors and themes, creating a repeatable and methodical decision-making process
Focus on multi-year earnings power differentiation, expected outcome scenario analysis, return on invested capital and discounted cash flow valuations using the investment team’s proprietary company models. Utilize internally developed visual outputs in an effort to consistently evaluate positions across the portfolio.
Incorporate risk management into all stages of the investment process.
Evaluate risk metrics, including crowding, correlation, volatility, stress tests, liquidity, factor analysis and macro drivers, in order to inform portfolio construction and position sizing.
Where appropriate, use various instruments, such as options, in an effort to magnify alpha and minimize downside risks.