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The Fund is a long/short European Blue Chip equity fund. The investment brief also includes opportunities to invest long and short in smaller and mid sized companies but these will normally be limited to less than 15 percent of the Fund's Net Asset Value.
The Fund aims to achieve its objective by investing in both listed and unlisted equity and debt securities, futures, options, warrants, OTC derivatives and cash.
The European stock universe is screened using a combination of qualitative and quantitative methods. This is done in order to discover positive earnings surprises and rising earnings consensus expectations. In addition, considerable emphasis is placed on examining a company's competitive position. The best stocks are selected within their respective sectors, with no constraints to country weightings. The team attends approximately 500 company briefings per year, during which key factors such as change in management and company strategy are assessed.
A close and supportive relationship exists between those fund managers responsible for stock selection and the strategist responsible for style positioning and risk control. The flexible team structure allows for members to act individually on market sensitive information, provided that risk control issues are satisfied. There are set parameters for liquidity, exposure and style group limits.