Financial Equity Funds

The Challenge Financial Equity Fund invest in Banks, Insurance, Payments and Fintech companies globally combining bottom up and top down analysis. 

The Global UL Equity Strategy invests in a highly concentrated portfolio of dominant companies with a strong global footprint, market and industry leadership across different sectors

Stock Market Graph

Strategy

The Financial Equity Team has over 15 years of experience in public equities managing portfolios for institutions, life insurance companies, family offices and high net worth individuals.  Tenax has developed an extensive quantitative infrastructure to combine with its fundamental analysis to further deepen the breadth and rigour of its investment philosophy