Serviced Platform Select Equity

Overview

Fund Strategy Equity Long / Short
Fund Geography US
Investment Advisor Select Equity Group, L.P.
Portfolio Manager George S. Loening
Fund Currency GBP
Fund AUM £153m
Fund AUM as of 30 March 2016
Fund Inception 09 December 2011
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

The investment objective of the Fund is to achieve maximum total return through investing primarily in publicly traded equity securities (or equity based derivatives) of United States issuers. The investment horizon is long term, though opportunistic shorter term investments are contemplated. The Investment Manager will attempt to realize this objective by selecting long term individual portfolio securities on the basis of intensive and rigorous research and fundamental analysis, and seeking to take opportunistic advantage of market inefficiencies by trading securities with a shorter time horizon. The Investment Manager may use derivative instruments to obtain all or a substantial part of the Fund's investment exposure.

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