Fund of the month October 2016: TREA 3G Credit Opportunities

Fund Strategy
The TREA 3G Credit Opportunities is a UCITS compliant fund domiciled in the Grand Duchy of Luxembourg. The fund’s investment objective is to generate alpha by investing in a high conviction portfolio of debt securities within the Emerging Markets universe, while lowering portfolio volatility and correlation to indices through a variety of techniques, including duration management, sector allocation, macro hedging and investing in non-correlated asset classes.
The objective of the Fund is to invest in EM sovereign and corporate bonds where the manager believes there is an opportunity to achieve an attractive return on an absolute basis. The Fund is not managed against a benchmark and has considerable flexibility in its investment universe.
The investment process of the fund consists of three steps: first a top down approach to formulate a macro view, then a bottom up fundamental and technical analysis for credit selection, followed by the portfolio construction.

Fund Chart

Fund Facts
Inception date: June 7th 2011
AuM: USD 60.5 million
Volatility: 8.15
1 month performance: 1.91%treaam_logo
3 month performance: 4.28%
12 month performance: 13.16%
36 month performance: 6.74%
YTD performance: 11.16%
Ann. perf. since inception: 3.56%
(All data as of September 30th 2016, share class E)

Portfolio Manager
rohit-gadkarRohit Gadkar has over 15 years of experience working with Emerging Markets and 17 years in Fixed Income. Mr. Gadkar worked for seven years at Bear Stearns in NY and London, structuring and originating fixed income securities for EM issuers. Prior, he worked for Goldman Sachs FICC division and for Greylock Capital Management as Research Analyst for their EM Debt Hedge Fund. Mr. Gadkar graduated Summa Cum Laude from Duke University and Columbia Business School (MBA, Finance).

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