GAM Star (Lux) - Financials Alpha

Investment Objective

GAM Star (Lux) - Financials Alpha is a daily dealing, non-directional equity long/short fund investing in financial stocks globally, managed by the highly experienced non-directional equity team. The team combines bottom-up, fundamental company analysis and a systematic framework of ongoing investment idea generation to identify companies with positive or negative earnings surprises, attractive valuation traits and desirable price momentum. By building a diversified portfolio of long and short positions in such companies, the team has established a long-term track record of positive absolute returns across market conditions.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.9 1.0 0.1 0.9 0.4 0.7 0.6 0.5 0.2 0.2 0.7 0.1 0.4
2017 0.6 0.3 0.3 0.9 0.2 0.5 0.0 0.0 0.5 0.3 0.6 0.8 0.1

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