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Lombard Odier Investment Managers launches long/short UCITS fund

Lombard Odier Investment Managers (LOIM), the asset management arm of the Lombard Odier Group, launches a UCITS-compliant, US-focused, long/short equity fund.

Article also available in : English | français

LOIM has launched [1] LO Funds – Fundamental Equity Long/Short, a US-focused fund with weekly liquidity.

In recent years traditional asset classes have benefitted from huge liquidity inflows from central banks. Investors are now looking for solutions that offer exposure to equity markets which target an absolute return in all market conditions. LOF – Fundamental Equity Long/Short has been designed with this objective in mind.

The Fund allocates capital to five sector teams under the oversight of the strategy’s Chief Investment Officer, Steve Bulko. Each of the five US-based specialist sector teams – Consumer, Industrials, Healthcare, TMT (Technology, Media & Telecoms) and Energy – work together to apply bottom-up fundamental analysis which targets low correlation with equity markets.

“Investors want managers who can generate returns across market cycles,” said Mr Bulko. “An absolute return approach, we think, is the best way to achieve this because a portfolio manager can go both long and short [2]. Our new UCITS offering assembles a team of experienced, US-focused equity managers, who we believe can deliver this absolute return profile to our investors.”

Next Finance , July 2014

Article also available in : English | français

Footnotes

[1] LO Funds – Fundamental Equity Long/Short is available in the following jurisdictions: Austria, Belgium, France, Germany, Italy, Luxembourg, Netherlands, Spain, Sweden and the UK. Registration in Switzerland is pending.

[2] The fund will generate short exposure through the use of derivatives

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