Ayaltis Areca SIF - Neowise Fund Class A USD - AlphaMaven Performance Report
The manager exploits one of the most attractive strategies available today in alternative markets and achieves this by anchoring on three solid investment pillars: It owns deeply seasoned RMBS bonds with an extremely attractive and rare low teens yield to 10-year weighted average life, which are supported by 40-50% LTV (i.e., a 200% collateralization), and purchased historically cheap credit shorts that hedge t