Algebris Financial Equity Fund


Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor Algebris (UK) Limited
Portfolio Manager Simon Peters, Mark Conrad
Fund Currency EUR
Fund AUM €69m
Fund AUM (GBP) £60m
Fund AUM as of 31 August 2019
Max Gearing / Exposure 120-250%
Fund Inception 17 April 2015
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

The Algebris Financial Equity Fund invests primarily in financial stocks with a global remit. It has the ability to be both long and short, use options where appropriate and employ prudent leverage. The objective of the Fund is to generate superior risk adjusted returns over an investment cycle by identifying mispricing opportunities through systematic analysis of a company’s intrinsic value; the inherent complexity of financial stocks provides fertile ground for our team of specialist financial analysts. The macro environment and single stock analyses are synthesized in the overall portfolio construction.


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