For institutional investors in the UK

Europe Large Cap Long/Short

A fundamentally driven European large cap equity long/short portfolio. Long biased with an options hedging overlay.

Overview

ABOUT THIS STRATEGY

European large cap equity markets present an attractive universe for equity long–short investing, with abundant opportunities across sectors and styles. We believe that an active and concentrated approach can exploit these opportunities, with dynamic management of net and gross exposures key to achieving absolute returns. We respond to the market – when it is working against us, we seek to de-risk the portfolio. A macro-outlook helps set the bottom-up agenda, while a dynamic hedging overlay helps brings the portfolio in-line with this macro view.

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past performance does not predict future returns.

Glossary

INVESTMENT APPROACH

Strong track record: Long-term track record of strong risk-adjusted returns, with less than half the market volatility

Dynamic: Listens to the market: exposure reduced when price action works against us

Proven drawdown protection: Historically low drawdowns compared to the market

This website is a marketing communication.

PORTFOLIO MANAGEMENT

John Bennett

Director of European Equities | Portfolio Manager

Industry since 1987. Joined Firm in 2011.

Robert Schramm-Fuchs

Portfolio Manager

Industry since 2005. Joined Firm in 2014.