MontLake UCITS Platform ICAV - Invenomic US Equity Long/Short UCITS Fund EUR Founder Pooled Class
ISIN IE00BKFVXP39 / Valor null
MontLake UCITS Platform ICAV - Invenomic US Equity Long/Short UCITS Fund EUR Founder Pooled Class
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General Objective
The fund aims to achieve long-term capital appreciation by investing in both long and short equities. The goal is to outperform U.S. equities over a market cycle with less volatility and drawdown. The strategy utilizes variable net exposures, with an expected average net between 40%-60%, but can range from 0% to 80% in extreme market environments.
Fund Exposure
The fund is exposed to various sectors such as Communication Services, Consumer Discretionary, Energy, Financials, Healthcare, Industrials, Information Technology, Materials, Real Estate, and Utilities. It also has exposure to different market cap allocations, including Large Cap, Mid Cap, and Small Cap companies.
Risks
One of the risks associated with this fund is the current market environment characterized by momentum-driven rallies, which may pose a challenge to the fund's value-based strategy. Additionally, the high levels of momentum exposure in hedge fund portfolios, along with record-high gross exposures, could lead to increased market volatility and potential deleveraging risks.
Source
https://www.montlakeucits.com/subfund/invenomic-us-equity-long-short-ucits-fund/
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