MontLake Invenomic US Equity Long/Short UCITS Fund

Investment Objective

The objective of the Fund is to achieve long-term capital appreciation. To achieve this, the Invenomic strategy adopts 3 core principles: 1) investing in fundamentally sound companies 2) disciplined short selling and 3) diversification – an essential risk management tool. The strategy employs a value-biased, sector agnostic and long/short approach, investing in all-cap equities predominantly within North America. 

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.5 0.5 0.9 0.6 0.9 0.2 0.8 0.3 0.4 1.0 0.3 0.2 1.0
2019 0.2 0.2 0.5 0.1 0.7 0.0 0.2 0.5 0.4 1.0 0.1 0.1 0.6

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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.