Lutetia Patrimoine UCITS

Lutetia Patrimoine UCITS - I USD - FR0010816793

Presentation

NAV : 126.23 $ on 2018-12-14

Net Assets Under Management ("AUM") : 243.93M$

Category : Merger Arbitrage

Source: Lutetia Capital. The figures relating to past periods are not a reliable indicator of future results.

Performances
Description

Lutetia Patrimoine is a UCITS fund registered in France.

The fund seeks to deliver an absolute return uncorrelated from the markets over a recommended investment horizon of three years, by implementing a merger arbitrage strategy.

 

Strategy

The merger arbitrage strategy of the fund is to invest primarily in North American and European stocks subject to definitive takeover bids.

The investment process combines proprietary quantitative models and fundamental analyses, with a strong focus on risk allocation and liquidity analysis.

The portfolio is comprised of 30 to 50 arbitrage situations, primarily in medium-to-large cap securities.