Wellington US Equity Long-Short Fund

Investment Objective

The Wellington US Equity Long-Short Fund seeks to generate long term capital appreciation by investing via long and short positions primarily in the equity and equity related securities of companies incorporated or exercising a predominant part of their economic activities in the US. The portfolio will primarily focus on the US although it has the flexibility to invest globally, including emerging markets. The portfolio’s investment approach is based primarily on proprietary, bottom-up fundamental research conducted by the Investment Manager, but may also be informed by top-down themes. The portfolio will establish long positions in companies or sectors with expected high appreciation potential, and short positions in companies or sectors deemed unattractive by the Investment Manager.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 0.6 0.9 0.5 1.0 0.5 0.5 0.5 0.4 0.6 0.6 0.2 0.6 0.2
2020 0.1 0.4 1.0 0.6 0.1 0.6 0.3 0.3 0.7 0.8 0.1 0.2 0.4

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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.