Level E Capital

Growth Through Adaptive Evolution

AI Driven funds

About Us

12+ Years of AI Driven Investing

Level E Capital SICAV plc is a collective investment scheme established as a self-managed multi-fund investment company with variable share capital, incorporated with limited liability under the laws of Malta and licensed by the Malta Financial Services Authority (MFSA, Chap. 370) as a Professional Investor Fund (PIF) for qualifying investors.

The Global AI Opportunities Fund, a sub-fund of Level E Capital SICAV plc launched on December 3rd 2019.

The AI Smart US, a sub-fund of Level E Capital SICAV plc launched on March 22nd, 2023.

Investment Approach

Our Six Pillars

Diversified Systematic Approach

Customised return, volatility, beta, asset classes and securities. Strategies target single or double-digit returns over various market environments through a repeatable, scalable and sustainable investment process designed to continuously learn from, adapt to, and exploit changing market conditions.

Adaptability

Dynamic exposure management aiming to maximise returns over 3-year rolling periods, higher Sharpe/Sortino ratio and faster recovery rate than major equity indices.

Security Selection

Thousands of single equities and ETFs tracking bonds, commodities and/or cryptocurrencies can be selected as part of the portfolio.

Large capacity, daily liquidity & transparency:

Portfolio holdings and trading frequency ensure ultra-high liquidity, capacity and transparency.

Innovative Diversification

Bottom-up systematic alpha discovery approach which results in truly dynamic and well diversified portfolio that compliments more concentrated traditional managers’ portfolios.

Risk Controls

Proprietary quantitative tools identify periods of unusual market stress in real-time. Dynamic asset allocation, adjusted in real-time as new market conditions emerge.

Our People

The Level E Capital Team

Sonia Schulenburg

Investment Committee Member and Non-Executive Director

Mark Busuttil

Investment Committee Member

Adrian Malia

Investment Committee Member and Non-Executive Director

David Butler

Non-Executive Director

Carl Zammit

Compliance Officer

Sarah Farrugia

Anti-Money Laundering Officer

Jennifer Vella

Risk Officer

Sonia Schulenburg

Investment Committee Member and Non-Executive Director

Mark Busuttil

Investment Committee Member

Adrian Malia

Investment Committee Member and Non-Executive Director

David Butler

Non-Executive Director

Jennifer Vella

Risk Officer

Sarah Farrugia

Anti-Money Laundering Officer

Carl Zammit

Compliance Officer