U Access – Long/Short Japan Corporate Governance

Investment Objective

This Fund aims to generate positive returns by investing its net assets in long and short positions on Japanese equity markets, with corporate governance ratings playing a core part of the investment process and company evaluation. The portfolio runs 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
2021 0.2 0.2 0.6 0.9 0.6 0.8 0.7 0.8 0.7 0.9 0.3 0.3 0.6
2020 0.9 0.3 1.0 0.0 0.2 0.7 0.8 0.6 0.5 0.4 0.3 0.4 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.