Team of experienced professionals
Vigama Capital is a fundamental long short equity hedge fund strategy with a unique top down approach.
A Disciplined, Agile and Repeatable Investment Process: From Idea Generation to Execution.
European Macro Driven Low Net L/S Equity
Agile, discretionary strategy blending top-down macro and thematic lenses w. deep bottom-up research
Focused on idiosyncratic opportunities in developed markets - primarily Europe – with limited net exposure (-/+20%).
Experienced Team & Proven Portfolio Leadership
Managed by Vincent Ijaouane, who successfully managed the ~2bn USD Pictet’s Agora Equity L/S fund for 12+ years
Supported by COO Fabrice Peresse, with decades of industry experience in hedge fund and investment banking as Head of operations, and CFO, and Head of Research Jue Huang, former partner at a London based HF, with 12+ years of fundamental stock-picking expertise.
Balanced Portfolio for Uncorrelated Returns
Targets 10-15% annualised returns with mid- to high-single-digit volatility.
Emphasizes limited market directionality, focusing on idiosyncratic opportunities.
50–60 position portfolio employing 4 complementary “blocks” (Core, Tactical, Thematic, Hedging) & 15–20 independent, hedged strategies.
Using Macro Lenses and Derivatives to Optimize Risk-Adjusted Returns
Macro-driven research and risk allocation underpin adequate risk taking, ensuring that alpha opportunities translate into performance.
Leverages equity options (for stock replacement) to better capture upside and mitigate downside risk.
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