To increase the value of your investment over time through capital growth. The Investment Manager uses fundamental company research to take long and short positions on securities with positive or negative growth potential, respectively, and to seek risk-adjusted returns or alpha (bottom-up and absolute return approach). It also aims to minimise volatility through a flexible management of the Portfolios net long exposure and industry diversification. The Portfolio typically invests in equity securities mainly in medium and large capitalisation companies that are traded in the US.
Fees and Expenses
Fund's portfolio distribution among the different geographical areas.
|United States of America||98,98%|
Fund's investments distribution.
|United States Of America 04-aug-2022||16,01%|
|United States Of America 11-aug-2022||14,62%|
|United States Of America 21-jul-2022||4,34%|
|United States Of America 28-jul-2022||3,96%|
|United States Of America 14-jul-2022||3,88%|
|Apple Inc Ord||2,87%|
|Microsoft Corp Ord||2,77%|
|Berkshire Hathaway Inc Ord||2,55%|
|United States Of America 07-jul-2022||2,01%|
|Alphabet Inc Class A Ord||1,98%|
Fund's possitions distribution by the sdctor they belong to.
|Non Classified Equity||0,66%|