Heptagon Kettle Hill US L/S Equity

Overview

Fund Strategy Equity Long / Short
Fund Geography US
Investment Advisor Kettle Hill Capital Management
Portfolio Manager Andrew Kurita
Fund Currency USD
Fund AUM $251.1m
Fund AUM (GBP) £190m
Fund AUM as of 14 February 2019
Max Gearing / Exposure Max. 150%
Fund Inception 05 October 2017
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The Fund aims to achieve long-term capital growth through investing
primarily in US small-capitalisation stocks. The investment style is fundamental bottom-up research, combined with macro awareness and a contrarian value investment strategy to deliver superior rates of return in any market environment. The investment philosophy focuses on risk-reward opportunities and inefficiencies in the US small-capitalisation universe. Independent thinking, unique stock selection, excellent fundamental research, and sound investment discipline provide an attractive risk/reward opportunity for the strategy.

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