Wellington Global Capital Cycles Long-Short Fund

Investment 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.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.2 0.0 0.7 0.7 0.8 0.8 0.3 0.9 0.8 0.2 0.4 0.9 0.0
2017 0.3 0.3 0.9 0.9 0.2 0.9 0.1 0.3 0.7 0.8 1.0 0.1 0.2

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
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.