U Access – Long/Short Japan Corporate Governance

Investment Objective

A long/short equity market and sector neutral strategy seeking to generate attractive risk-adjusted returns. The fund represents an ESG thematic play addressing Japan’s ongoing and long lasting corporate governance revolution. The portfolio is high conviction with c. 30 longs (relatively undervalued stocks with good governance) and 60 shorts (richly valued stocks with weak governance), with financial metrics also considered and a strong buy & sell discipline.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.6 0.2 0.2 0.1 0.5 0.2 1.0 0.2 1.0 0.9 0.1 0.2 0.3
2018 0.4 0.3 0.7 0.5 0.4 0.6 0.5 0.4 0.6 0.9 0.7 0.7 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.