LO Event Convexity

Overview

Fund Strategy Event Driven
Fund Geography Global
Investment Advisor Lombard Odier Investment Managers
Fund Currency GBP
Fund Inception 01 October 2015
Fund Indices AH Event Driven UCITS Index
AH Macro UCITS Index
Sub Index - Event Driven

Fund Objective

LO Funds - Event Convexity is an actively managed UCITS portfolio. Its strategy focuses on building deeply asymmetric risk profiles around events using intra-capital structure dislocations. The investment approach seeks to enhance traditional fundamental event driven analysis with the convexity available from the combination of equities, credit and related financial derivatives. The strategy employs a methodical and disciplined investment process, which begins with unique screening and analysis systems to filter the universe of company events and dislocations, and results in a concentrated portfolio centered around trade construction. Risk philosophy is at the core of the Fund, embedding downside protection into all phases of the investment process and portfolio construction, further enhanced by the oversite of LOIM’s dedicated risk management team.

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