LO Funds - TerreNeuve

Investment Objective

LO Funds – TerreNeuve is a fundamental, market neutral, global equity long/short strategy with a sustainability focus. The Fund operates with an absolute return approach that aims to deliver uncorrelated, high single digit net returns p.a. with a relatively low volatility target. The team carry out deep, fundamental, bottom up analysis which looks at gauging all significant long-term drivers of company valuation, including less tangible environmental, social and/or governance factors. The team has also developed a proprietary sustainability rating system which forms an integral part of idea generation/investment process. In covering their sectors for decades the team have developed a strong network, with company management interaction a key element of the their decision making process.