QEP Global Value Extension

Investment Objective

QEP Global Value Extension targets gross returns of +5% above global indices over a full investment cycle.


QEP Global Value Extension builds upon our value investing approach through adding the flexibility to go up to 150% long attractively valued stocks while also being able to short low quality stocks up to 50%. Shorting stocks which we consider low quality can be a return enhancing strategy while also acting as a fundamental diversifier for value stocks. Adding a distinct and diversifying short low quality strategy potentially creates greater flexibility to add value across different market environments while retaining a strategic bias towards high returning value investing.

Management Team

Investment Philosophy

Investment Process

Key Features

Investment Options*