IN HOUSE FUNDS

The Shine Group has broad capabilities across all asset classes and across multiple geographies.
These capabilities include the Granite Alphen Fund as our absolute-return alternative strategy, and The REITs investment strategy’s

REITs Fund - Actively Managed Certificate (AMC)

REITs Fund – Actively Managed Certificate

The REITs investment strategy’s main objective is to generate high risk-adjusted returns by investing in U.S. publicly traded equity REITs.

The investment strategy is comprised of two main components:

  1. A self-developed quantitative model for selection of sector exposure and individual REITs using research-based factors that were found to affect REITs performance in the medium term.

  2. The final selection of investments filtered by the model is based on fundamental analysis made by the fund analysts.