Citadel Value

The Citadel Value Fund employs a value investing approach to select between 20 and 40 undervalued stocks from companies in OECD countries around the world. By carefully analyzing and choosing individual companies that are trading below their estimated intrinsic value, the fund aims to preserve capital and achieve strong long-term returns. It maintains flexibility with up to 39% in cash and avoids using derivatives, ensuring an actively managed portfolio focused on identifying and investing in deeply undervalued opportunities.