Capital preservation and long-term growth.
A purely quantitative hedge fund for portfolio diversification.
The fund aims to deliver positive absolute returns through a market-neutral investment strategy, with consistent performance regardless of market conditions. By maintaining a balanced distribution of long and short positions, net market exposure stays close to zero.
With a diversified portfolio of over 500 holdings, investments are placed across global developed markets. Each holding undergoes rigorous analysis, evaluating hundreds of significant factors and indicators. A systematic, data-driven approach, strengthened by machine learning and alternative data, provides effective diversification and robust risk management.
Quantitative
A purely systematic and data-driven strategy that trades a large long/short portfolio with low and controlled market exposure.
Factor-based
Evidence-based approaches are combined with advanced data science and machine learning techniques to improve accuracy and returns.
Downside focus
Prioritizes protecting capital and long-term returns through modern, sophisticated risk management.
How ORCA works
A quantitative hedge fund built to manage risk and deliver stable returns.
Data decides
A fully systematic and data-driven fund, free from human errors and biases. Through automation and data science methods, comprehensive analysis at all levels is conducted to ensure optimal returns.
Risk Management
Risk is always our first priority. Optimization and machine learning are used to manage and minimize risk, control exposure, and ensure diversification.
Proven principles
Our strategy uses factor models to identify opportunities. Continuous improvement of empirically proven, time-tested methods delivers reliable returns and portfolio growth.
Low Market Correlation
The strategy achieves low market correlation through its hedged nature and controlled exposure. This results in returns independent of market trends, in practice creating a new asset class.
Not AI, but AI-enhanced
We use machine learning to strengthen our quantitative approach, but we also integrate decades of asset pricing research. This gives us deeper insights and better returns, using AI only where it adds the most value.
ORCA Hedge Performance
Fund facts
Meet the humans behind the methodology
The team behind the fund has backgrounds in finance, data science, and machine learning.
Download the fact sheet
For more information
The fund is managed by FinServe Nordic AB. You can find detailed monthly and half-year reports on request.
How to invest?
ORCA Hedge is available through these platforms.
The fund is managed by Finserve Nordic AB based on technology, idea and concept by Markov Capital AB. Complete information about the fund can be found in the fact sheets and information brochure. On FinServe's website you will also find other required documents, including full and half-year reports.
FinServe Nordic AB is under the supervision and control of the Swedish Financial Supervisory Authority, with permission to conduct activities including management of UCITS, AIF, discretionary portfolio management (LAIF/LVF), and investment advice.
The material on these pages is intended as general product information only. It should not be considered investment advice or recommendations and should not be used as a basis for investment decisions. Always read the fund's Fact Sheet and Information Brochure before investing. We cannot guarantee that the information is complete, and it is subject to change without prior notice. The published share value (NAV rate) is based on the most current data available.
Past performance does not guarantee future results.
How can we help?
We work with companies and investors looking to apply quantitative methods to their investments. Get in touch and we'll figure out what makes sense.