Bringing you live news and features since 2006 

Announcement

Lyxor and Portland Hill launch Global Fundamental Equity Strategy Fund on Lyxor’s Alternative UCITS Platform

RELATED TOPICS​

Lyxor Asset Management has teamed up with Portland Hill to launch the Lyxor/Portland Hill Fund, a mid to long term oriented global fundamental equity strategy with a Pan-European focus.

The Fund combines a traditional Long/Short approach with an event-driven strategy and allows corporates to be targeted.
 
The strategy combines strong underlying fundamentals with a high probability of benefiting from catalyst market events, ranging from ‘soft’  (business model changes, company transformations or industry trends) to ‘hard’ (mergers and acquisitions, spin-offs etc).
 
The Fund leverages on Portland Hill’s recognised European geographic and sector expertise providing an understanding of upcoming situations, such as mergers, recapitalisation, spin-offs, or restructuring. The investment universe leverages namely on opportunities found in the liquid Midcap corporates space (USD10-20 billion), an under-researched and undervalued area with high potential and often untapped investment opportunities.
 
Whilst equity markets have performed well in 2017, many investors are currently concerned by the level of market valuations and risk of potential reversal. This is a favourable environment for alternative equity strategies with both long and short positions. Moreover, L/S strategies leveraging on corporate events, with risk management proven credentials, may prove to be a source of positive uncorrelated returns and diversification.
 
The Fund, with daily liquidity, is now passported into 10 countries and is available on Lyxor’s Alternative UCITS Platform for a minimum subscription of EUR100K (Class I) and EUR10K (class A). Not all share classes are available or registered for sale in all jurisdictions. Lyxor Portland Hill becomes the 12th fund on Lyxor’s fast-growing EUR2.6 billion Alternative UCITS platform, illustrating investors’ growing appetite for liquid and transparent investment vehicles as well as their search for diversifying strategies.
 
Portland Hill is an Investment Management Group founded in 2011 by Thierry Lucas. The Group focuses on fundamental catalyst-driven investing across liquid asset classes, and has successfully invested throughout different environments. The Group’s mission statement is to deliver superior risk-adjusted returns over the medium to long term.

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by