Wellington Global Capital Cycles Long-Short Fund

Overview

Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor Wellington Management
Portfolio Manager Karl E. Bandtel, Keith E White
Fund Currency USD
Fund AUM $5.4m
Fund AUM (GBP) £4m
Fund AUM as of 17 December 2018
Fund Inception 20 May 2015
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The Wellington Global Capital Cycles Long-Short Fund seeks to generate long term capital appreciation by investing via long and short positions primarily in equity and equity related securities of companies globally. The Portfolio generally follows a contrarian approach with a focus on capital cycles across geographies and sectors. The Portfolio may seek to invest in capital-intensive sectors where interest and investment have declined, but where the underlying assets and/or business models are sustainable and not easily replicated. Conversely it may seek short opportunities where capital is overly abundant due to high interest and over-investment, and where the underlying business models are easily replicated.

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