The Ucits-compliant Dublin-domiciled Trafalgar Quadrant Fund, the first Ucits compliant fund from Trafalgar, will predominantly invest in UK equities with a focus on recovery situations. It will seek to provide an absolute return in all market conditions with low correlation to equity markets and low volatility.
Managed by industry veteran Chris Poil, the fund will select the majority of its stocks from the FTSE 350 universe but is also able to invest in select opportunities in Europe. Poil will work alongside senior portfolio manager Josh Jacobson.
The fund splits companies into four quadrants or segments based on their value and growth characteristics, taking long positions in companies priced cheaply with the potential for growth and conversely short positions in expensive businesses likely to disappoint.
“Strong performance can be created by establishing where the unrecognised growth characteristics lie and identifying the ‘torpedoes’ on the reverse side of the trade i.e. stocks that are expensively rated, have poor capital structures and may disappoint,” said Poil.
“Now is also the perfect time in the investment cycle to exploit recovery situations.”
The fund is available in sterling, euro and dollar share classes for a minimum investment of £20,000, or equivalent. Dealing is twice monthly and the fund is regulated by the Irish Financial Regulator.
