Investment Objective
The MontLake Disciplined Alpha U.S. Long Short UCITS Fund is advised by a Boston based firm with extensive experience building Macroeconomic Regime based strategies. While the strategy has the objective of generating superior returns, it is also designed to minimize drawdowns, and have low correlations with the overall equity markets, particularly during bear markets.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 0.1 | 0.4 | 0.4 | 0.1 | 0.2 | 0.6 | 1.0 | 0.4 | 0.7 | 0.1 | 0.3 | 0.4 | 0.0 | |
| 2021 | 0.7 | 0.0 | 0.6 | 0.9 | 0.1 | 0.1 | 0.7 | 0.7 | 0.9 | 0.0 | 1.0 | 0.6 | 0.1 |
