Sector Omega AS

Sector Global Investments Fund

Strategy Description

Sector Global Investments is a fundamentally-driven long/short equity fund. Value and momentum tools are employed to formulate relatively objective views on relative market and sector attractiveness. Stocks are selected using a variety selection criteria within the dimensions of operational performance, value and momentum. The fund is generally looking for good firms that trade at an attractive valuation whilst at the same time demonstrate some relative strength in the market.

Fund Information

General Information

NHX CategoryEquities
NHX CountryNorway
Legal StructureOpen Ended Investment Fund
Fund DomicileIreland
Minimum Investment100,000 EUR
AUM -
Inception DateDec 2014
Management Fee1.50%
Performance Fee20.00%

Company Information

CompanySector Omega AS
PrincipalJ. Peter Andersland
AddressFilipstad Brygge 2
Oslo, 0125
Phone+47 23 01 29 00
E-mail[email protected]
Website -
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2017 -2.17 -2.55 -1.15 -0.98 -0.67 -4.08 -0.09 2.10 -1.61 0.72 0.90 -9.31
2016 1.84 -0.54 -1.84 -2.59 -0.99 7.01 -0.58 -3.80 0.06 -2.73 0.29 -1.34 -5.49
2015 -1.76 1.17 0.43 0.16 1.25 0.98 -0.01 0.59 -1.09 -0.34 -1.76 -0.88 -1.32
2014 0.69 0.69

Portfolio Managers

 
No data filled

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

Monthly Returns

Performance (VAMI)

Distribution of Monthly Returns

12 MONTH ROLLING ROR Return

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -19.41% 23 0 09/2015 -
2 -1.76% 1 4 01/2015 05/2015
3 -0.01% 1 1 07/2015 08/2015
4 - - - - -
5 - - - - -

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return0.00%-0.36%-0.92%-0.68%-0.45%
% Positive66.67%50.00%25.00%29.17%38.89%
Avg. Pos. Period0.81%1.24%1.24%1.85%1.30%
Avg. Neg. Period-1.61%-1.93%-1.63%-1.68%-1.53%
Sharpe Ratio0.01-0.59-1.97-1.02-0.77
Sortino Ratio-0.01-0.70-1.87-1.38-1.06
Monthly Volatility1.14%2.01%1.60%2.21%1.93%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 7.01%-4.08%-0.43%-0.56%0.90%38.89%
3 Months 5.34%-6.37%-1.42%-0.84%-0.01%35.29%
6 Months 4.04%-11.09%-3.20%-3.11%-2.16%25.81%
1 Year 2.30%-18.11%-6.95%-6.52%-10.53%12.00%
2 Years -4.81%-18.94%-13.44%-14.59%-15.04%0.00%
3 Years -14.83%-14.83%-14.83%-14.83%-14.83%0.00%
5 Years ------

Volatility (12 Months Rolling)

CORRELATION (12 MONTH ROLLING)

AUM (EUR)

Chart not applicable - The program has no AUM data

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

Strategy Description

Sector Global Investments is a fundamentally-driven long/short equity fund. Value and momentum tools are employed to formulate relatively objective views on relative market and sector attractiveness. Stocks are selected using a variety selection criteria within the dimensions of operational performance, value and momentum. The fund is generally looking for good firms that trade at an attractive valuation whilst at the same time demonstrate some relative strength in the market.

Fund Information

General Information

NHX CategoryEquities
NHX CountryNorway
Legal StructureOpen Ended Investment Fund
Fund DomicileIreland
Minimum Investment100,000 EUR
AUM -
Inception DateDec 2014
Management Fee1.50%
Performance Fee20.00%

Company Information

CompanySector Omega AS
PrincipalJ. Peter Andersland
AddressFilipstad Brygge 2
Oslo, 0125
Phone+47 23 01 29 00
E-mail[email protected]
Website -
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2017 -2.17 -2.55 -1.15 -0.98 -0.67 -4.08 -0.09 2.10 -1.61 0.72 0.90 -9.31
2016 1.84 -0.54 -1.84 -2.59 -0.99 7.01 -0.58 -3.80 0.06 -2.73 0.29 -1.34 -5.49
2015 -1.76 1.17 0.43 0.16 1.25 0.98 -0.01 0.59 -1.09 -0.34 -1.76 -0.88 -1.32
2014 0.69 0.69

Portfolio Managers

 
No data filled

Return Statistics

Last Month Return -
3 Month Return -0.01%
Year to Date Return -9.31%
12 Month Return -10.53%
36 Month Return -14.83%
Total Return Annualized -5.21%
Winning Months (%) 38.89%
Average Winning Month 1.30%
Average Losing Month -1.53%
Total Return Cumulative -14.83%

Risk Statistics (12M)

1 Year
Sharpe Ratio-1.97
Sortino Ratio-1.87
Sterling-0.47
Calmar-0.85
Skewness-0.02
Kurtosis1.03
Maximum Drawdown-12.36%
Correlation vs S&P 500-0.05
Annualized Volatility5.55%
Annualized Down. Deviation3.86%

Risk/Return Comparison

Monthly Returns

Performance (VAMI)

Distribution of Monthly Returns

12 MONTH ROLLING ROR Return

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -19.41% 23 0 09/2015 -
2 -1.76% 1 4 01/2015 05/2015
3 -0.01% 1 1 07/2015 08/2015
4 - - - - -
5 - - - - -

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return0.00%-0.36%-0.92%-0.68%-0.45%
% Positive66.67%50.00%25.00%29.17%38.89%
Avg. Pos. Period0.81%1.24%1.24%1.85%1.30%
Avg. Neg. Period-1.61%-1.93%-1.63%-1.68%-1.53%
Sharpe Ratio0.01-0.59-1.97-1.02-0.77
Sortino Ratio-0.01-0.70-1.87-1.38-1.06
Monthly Volatility1.14%2.01%1.60%2.21%1.93%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 7.01%-4.08%-0.43%-0.56%0.90%38.89%
3 Months 5.34%-6.37%-1.42%-0.84%-0.01%35.29%
6 Months 4.04%-11.09%-3.20%-3.11%-2.16%25.81%
1 Year 2.30%-18.11%-6.95%-6.52%-10.53%12.00%
2 Years -4.81%-18.94%-13.44%-14.59%-15.04%0.00%
3 Years -14.83%-14.83%-14.83%-14.83%-14.83%0.00%
5 Years ------

Volatility (12 Months Rolling)

CORRELATION (12 MONTH ROLLING)

AUM (EUR)

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

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Data and information is provided for informational purposes only. Past performance is not necessarily indicative of future results.

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