Fund Strategy
Eiffel Equity Alpha UCITS is a discretionary, long-short, sector-focused (Telecom-Media-Technology and Energy in Europe) fund. The fund relies on the CIO and the team’s unique insight and expertise into the TMT and energy sectors to generate outperformance. Drivers are corporate and investment experience, network of contacts, continuous bottom-up research effort, regular meetings with companies, industry experts and regulators.
The portfolio comprises typically 20-30 positions, which generally constitute pair trades between companies in the European TMT sector or between companies in the European energy sector, or between companies in these sectors and indices (market/sector/country or a combination).
The portfolio is managed within strict risk limits aimed at limiting directional, concentration, liquidity and drawdown risks. The fund’s net beta-adjusted exposure is typically between -20% and +20% of NAV, while targeting a low market correlation (as of September 2015: correlation of 0.1 to the Eurostoxx50 since inception of the strategy).
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