Revolution in Hedge Funds: Meet the Korea Investment UBP Campbell Smart Alpha

In an unprecedented step towards accessible and adaptive investment, Korea Investment Trust Management has announced the launch of its public hedge fund, “Korea Investment UBP Campbell Smart Alpha.” According to Hantu Management, this fund is crafted to respond robustly to changing market environments, setting a new benchmark in the world of global investment.

A Dynamic Portfolio Approach

The Korea Investment UBP Campbell Smart Alpha distinguishes itself with a unique portfolio management strategy that merges four diverse investment tactics. These strategies include the momentum strategy, system macro strategy, short-term trading strategy, and quant equity strategy. Each strategy is carefully curated to complement the others, ensuring performance optimization under varying market conditions.

“Smart Alpha” for Enhanced Profitability

Leveraging the innovative ‘Smart Alpha’ approach, the fund enhances both profitability and stability. The strategy involves deploying the bulk of available funds in risk-free assets while reserving cash for investment in financial derivatives. This methodology aims to increase returns even in unpredictable market scenarios.

Risk Management at Its Core

A cutting-edge feature of this hedge fund is its comprehensive risk categorization, which classifies potential risk factors into macrophase, strategy, country, and asset group. The meticulous classification is intended to minimize both portfolio volatility and associated risks, offering peace of mind to its investors.

Proven Performance and Global Reach

The UBP fund, introduced by Union Bancar Prive in 2020, has already proved its mettle. Since its inception, it has achieved a cumulative return of 60.82% till April 2025. Notably, during turbulent periods in the global stock and bond markets, the fund recorded positive returns of 2.1% and 3.2%, respectively, where market averages faltered, as per the detailed analysis shared by Hantu Management.

A Vision for the Future

“We aim to offer products that cater to various risk profiles and provide a viable alternative to private equity, which typically necessitates a high minimum investment,” states Kim Tae-hyun, the head of Hantu Management’s global alternative investment division. “Our focus is on delivering absolute returns, not merely imitating market trends.”

Investors can now access this pioneering fund through Korea Investment & Securities Co. and Yuanta Securities Co. The fund’s versatility is further showcased by its availability in three variants: currency hedging, currency exposure, and USD.

This launch heralds a new era in hedge fund accessibility and adaptability, presenting an enticing opportunity for savvy investors looking to diversify their portfolios. According to 매일경제, the Korea Investment UBP Campbell Smart Alpha fund remains a recommendable option for those seeking long-term, sustainable investment solutions.