Investment Objective
An Equity long short fund focused on developed European small-caps, including the UK. A variable net and gross exposure but typically 'net long' given the opportunity set. We seek to exploit unrecognized under and over value in European small-cap equities. An investment fund, not a trading fund (although the portfolio is not static), with an average holding period of 12-24 months for both longs and shorts.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.4 | 0.3 | 1.0 | 0.2 | 0.8 | 0.1 | 0.6 | 0.6 | 0.6 | 0.0 | 0.6 | 0.5 | 0.3 | |
| 2022 | 0.5 | 0.1 | 0.5 | 0.6 | 0.7 | 0.5 | 0.2 | 0.7 | 0.0 | 0.4 | 0.4 | 0.0 | 0.7 |
