SPARX One Asia Long Short

Overview

Fund Strategy Equity Long / Short
Fund Geography Asia
Investment Advisor Montlake Capital
Portfolio Manager Hak Kim
Fund Currency GBP
Fund AUM £8.4m
Fund AUM as of 30 April 2018
Fund Inception 17 September 2015
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

The fund maximize risk-adjusted returns regardless of the market cycle. The fund aims to target gross return of 10% to 15% per annum on a 3-year rolling basis, with strong emphasis on gaining returns from alpha (stock selection and sizing of position based on conviction) while limiting the downside risk. The fund focuses on areas of confidence to generate alpha—the Asian consumer; urbanization; corporate war on competitiveness; and disruptive new tech product cycle.

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