Heptagon Kettle Hill US L/S Equity

Investment Objective

The Fund aims to achieve long-term capital growth through investing
primarily in US small-capitalisation stocks. The investment style is fundamental bottom-up research, combined with macro awareness and a contrarian value investment strategy to deliver superior rates of return in any market environment. The investment philosophy focuses on risk-reward opportunities and inefficiencies in the US small-capitalisation universe. Independent thinking, unique stock selection, excellent fundamental research, and sound investment discipline provide an attractive risk/reward opportunity for the strategy.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.1 0.4 0.3 0.2 0.2 0.1 0.1 0.8 0.4 1.0 0.2 0.2 0.3
2017 0.3 0.6 0.1 0.6 0.2 0.5 0.6 1.0 0.1 0.7 0.9 0.9 0.9

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