Lutetia Activist Leaders

Lutetia Activist Leaders - I USD - FR0013467511

Presentation

NAV : 96.52 $ on 2020-09-03

Net Assets Under Management ("AUM") : 33.67M$

Category : Smart Beta

Description

The objective of the Fund is to achieve capital growth over the recommended investment period of 5 years through active management mainly in the American equity markets, and in particular in companies targeted by activist funds.

Strategy

Through a dynamic strategy, the Fund is exposed to a basket of American stocks in which activist funds, identified as being the best performers by the management company and its advisor, have a stake. The objective is to take advantage of the strong potential growth in equities following an investment from these activist funds. Indeed, a company is the target of activist investors when its management is not efficient or when its level of profitability is not optimal. Thus, the minority shareholder can use his decision-making power to influence the direction of the company and make it more profitable. This is generally perceived by the market as a positive signal of short and long term outperformance.