KLS CDAM Global Opportunities


Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor CDAM
Portfolio Manager Scott Davies, Adam Chamberlain
Fund Currency USD
Fund AUM $12.6m
Fund AUM (GBP) £9m
Fund AUM as of 30 August 2019
Fund Inception 11 May 2018
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

The primary investment objective of the KLS CDAM Global Opportunities Fund is to make fundamental long-term equity investments which will be hedged against negative equity market movements in the short-term with foreign exchange and equity overlay hedging positions implemented using financial derivative instruments, to endeavour to achieve positive and consistent long-term returns with reduced correlation to equity market indices.

Reference Index

MSCI World


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