Lutetia Activist Leaders

Lutetia Activist Leaders - I USD - FR0013467511


NAV : 0.00 $ on 2022-05-17

Net Assets Under Management ("AUM") : 0.00M$

Category : Activist

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


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.


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.