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.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 0.1 0.7 0.6 0.6 0.6 0.9 0.6 0.1 0.9 0.7 0.3 0.9 0.7
2020 0.4 0.8 0.9 0.2 0.9 0.7 0.8 0.5 0.7 0.2 0.8 0.4 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.