Agilis was founded in 2016 with a clear vision to create an independent firm focused on generating superior risk-adjusted returns

Agilis runs a multi-strategy programme to achieve its defensive-growth objectives:

  • Growth: target return of 3-month LIBOR plus 5%, before fees, over rolling 5-year periods
  • Defence: truncating drawdowns in order to protect capital, with expected volatility less than half that of equities
  • Diversification: expected beta to equities between 0.1 and 0.4

Note: Equities refers to the MSCI All Country World Index (ACWI) USD