Lazard European Alternative

Investment Objective

The Lazard European Alternative Fund is a long/short equity strategy with a strong focus on bottom-up stock selection aimed at delivering disproportionate positive returns given the risk taken. The fund employs a robust risk management framework aimed at capital preservation. The portfolio is comprised of approximately 50-70 carefully selected liquid European large and mid-cap companies. There are typically 35-45 long positions and 15-25 short positions. The typical gross exposure of the Fund will be around 120% (+/-20%) and the typical net exposure will be around 30% (+/-10%). The investment objective of the Fund is to seek long-term capital growth.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 0.5 0.7 0.8 0.8 0.2 0.1 0.8 0.3 0.4 0.7 0.6 0.4 0.2
2021 0.6 1.0 0.9 0.9 0.4 0.0 0.7 1.0 0.3 0.0 0.8 0.7 0.2

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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.