Trium Morphic ESG L/S Fund
|Fund Strategy||Equity Long / Short|
|Investment Advisor||Morphic Asset Management|
|Portfolio Manager||Jack Lowenstein, Chad Slater|
|Fund Inception||07 March 2018|
AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative
The Trium Morphic ESG L/S Fund is a fundamental global Long/Short Equity Fund incorporating Environmental, Social and Governance (ESG) factors in its stock selection.
Implementation of the strategy is focused in Asian Mid Cap stocks.
Bottom-up research is conducted on stocks to build a portfolio of long and short ideas that reflect the Fund’s underlying philosophy of “Change creates opportunity”. As such the Fund looks to buy stocks with positive price trends; improving earnings forecasts; and with stable to improving stock or industry barriers to entry. The portfolio consists of 20-60 positions at any given time through a tightly managed risk process.
The Fund should perform best in a backdrop of low correlation amongst stocks in a rising market. On the other hand, high correlation in trendless markets will present a challenge for the Fund. In a falling market the Fund will focus on capital preservation and should not be expected to deliver material positive returns.