LO Funds - Fundamental Equity Long Short

Investment 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.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.5 0.9 1.0 0.1 0.2 0.6 0.1 0.2 0.6 0.3 0.5 0.5 0.4
2018 0.5 1.0 0.4 0.0 0.9 0.2 0.1 0.2 0.6 0.7 0.3 0.2 0.8

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.