Fortress Fund.
An algorithm-driven US equities fund benchmarked to the S&P 500, spanning five sub-funds from income to long-term growth. Offered to professional investors through Launcha.
Maximise alpha during rising and neutral markets, and capitalise on mispricing created by market overreactions in downtrends. Event risk is minimised, cash balances are held, and no margin is used.
Disciplined, algorithm-driven swing trading focused on US mega-cap equities. The strategy captures medium-term price movements and aims to deliver consistent, risk-adjusted returns, with daily portfolio monitoring.
Five sub-funds, one platform.
The Fortress Fund spans five sub-funds, each with a distinct objective and risk profile, from income generation to long-term growth.
Income Fund
- Uses options, backed by cash, to generate income.
- Provides upside exposure for capital gains.
Accumulator Fund
- Uses options to acquire stocks at a discount to the market price.
- Best suited to neutral or bearish markets.
- Once stock is acquired cheaply, the investor keeps full upside if markets turn.
Capital Growth Fund
- Invests only in mega-cap equities.
- Allocates cash into a basket of equities using multiple entry and exit factors.
- Holds positions for, typically, 7 to 90 days, with constant monitoring.
High Risk Fund
- Takes speculative positions around macro or company-specific events.
- Uses a combination of options and physical stock.
Long Term Fund
- Buys and holds equities based on fundamentals.
- Typical holding periods of 9 to 12 months.
- Diversified to capture gains and cushion volatility.
Sub-funds carry different risk profiles, from low to high. Capital is at risk and the value of investments can fall as well as rise.
Measured against the index, year by year.
| Year | Fortress Fund | S&P 500 |
|---|---|---|
| 2020 | +428.09%* | +18.40% |
| 2021 | +30.06% | +28.71% |
| 2022 | -2.74% | -18.10% |
| 2023 | +33.17% | +26.29% |
| 2024 | +26.12% | +25.02% |
| 2025 | +31.17% | +16.50% |
| YTD | +15.57% | +7.76% |
*Reflects an extremely high-risk options strategy that has since been discontinued due to high volatility and unsustainable results. Figures are as presented in the fund’s materials and are illustrative. Past performance is not a reliable indicator of future results, returns can be volatile, and capital is at risk. Offered to professional investors only and subject to the offering documents. Please read the risk disclosures.
Defined by what it will not do.
- No day trading
- No cryptocurrencies
- No speculative companies
- No margin
- No event-risk exposure
- Options used to mitigate volatility
- Cash always held in hand
Tiered, with a high-water mark.
Denominated in US dollars. Billed quarterly, subject to a high-water mark.
A mega-cap universe.
Minimum market capitalisation of approximately $85bn. Holdings are illustrative and change over time.
A dedicated equities team.
The Fortress Fund is run by a dedicated US equities team, with portfolio management led by Asad Mahmood and Emad Rahim. Full details of the management, structure and terms are shared with qualifying investors during a private briefing.
Nothing here is investment advice or an offer. US equities carry significant risk, including the loss of capital.
Conversations begin with a briefing, not a sign-up.
Tell us a little about yourself and your objectives. We will explain the strategies, the structure and the risks in full, and assess suitability before any decision.