Fulcrum Thematic Eq.M.N.Fd.I EUR/  LU2164659620  /

Seeking to deliver absolute returns from long-term thematics in a market and beta neutral manner with both limited and controlled market factor exposures. The Fund seeks to capture medium to long-term (2-5 year) themes in a discretionary, fundamental and market neutral manner with the majority of returns being driven by idiosyncratic bespoke proprietary baskets of stocks with minimal company-specific risks. The strategy seeks to generate alpha on both the long and the short sides of the portfolio. The investment philosophy focuses on the impact of long-term trends (economic, technological, demographic, social, regulatory, political and consumption) and the understanding of their second and third-order effects on markets and the economy. The portfolio is highly diversified across 20-30 themes with no beta to global equities and with stock-specific risk being mitigated through diversification. The deployment of capital across sectors and geographies is opportunistic.

Seeking to deliver absolute returns from long-term thematics in a market and beta neutral manner with both limited and controlled market factor exposures. The Fund seeks to capture medium to long-term (2-5 year) themes in a discretionary, fundamental and market neutral manner with the majority of returns being driven by idiosyncratic bespoke proprietary baskets of stocks with minimal company-specific risks. The strategy seeks to generate alpha on both the long and the short sides of the portfolio.