LO Funds - Fundamental Equity Long Short


Fund Strategy Equity Long / Short
Fund Geography US
Investment Advisor Lombard Odier Investment Managers
Portfolio Manager Steve Bulko
Fund Currency USD
Fund AUM $476.2m
Fund AUM (GBP) £360m
Fund AUM as of 24 September 2019
Fund Inception 16 July 2014
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

LO Funds - Fundamental Equity Long/Short is an actively managed UCITS portfolio. Its long-short global equity strategy has been in place since July 2014. It invests mainly in equity and equity derivatives instruments from developed markets. It seeks to generate absolute returns uncorrelated from equity markets with a lower volatility target. The investment approach focuses on US-focused equity long/short strategies. Under direction and oversight of the CIO, capital is allocated to five sector teams (consumer, industrial, healthcare, TMT and energy) each of which has a dedicated specialist portfolio manager, who exploit sector and strategy-specific opportunities through deep fundamental analysis. The Chief Risk Officier oversees the risk management process and report to the business CEO. Risk management is implemented through disciplined and well defined risk-limit framework including loss and concentration limits as well as specific risk reports and analysis.


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