Lumyna - York Asian Event Driven UCITS

Investment Objective

To achieve attractive risk-adjusted returns, by exploiting pricing inefficiencies caused by anticipated specific corporate events. The fund follows a Multi-Strategy, Event-Driven investment style, trading in Risk Arbitrage, Event Equities and Credit. All strategies traded are eligible within the UCITS framework.

Latest Meeting Note

Meeting 26 Nov 2019

We recently met with Masahiko Yamaguchi, the co-PM of York's Asian event driven business. The UCITS has its roots in the York Asian Opportunities fund (offshore) but is a slightly modified strategy due to UCITS constraints predominantly ... Read more

We recently met with Masahiko Yamaguchi, the co-PM of York's Asian event driven business. The UCITS has its roots in the York Asian Opportunities fund (offshore) but is a slightly modified strategy due to UCITS constraints predominantly investing in arbitrage opportunities and equity special situations. The PM is currently optimistic on the opportunity set for Asian event investing driven by regulatory reforming, improving corporate governance, and a shifting corporate mindset. Listed subsidiary trades are a good example of the types of trades exploited.   

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.2 0.1 0.9 0.9 0.6 0.3 0.5 0.3 0.8 0.7 0.6 0.1 0.7
2018 0.1 0.3 0.9 0.6 0.5 0.6 0.7 0.8 0.8 0.5 0.1 0.6 0.7

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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.