Tosca UCITS Fund

Investment philosophy

Global equity long short strategy focused on financials, business services and property. Run by an experienced team, that is largely unchanged since 2009, they apply a rigorous bottom up fundamental approach to seek out a truly global portfolio of liquid, predominantly large and mid-cap alpha ideas on both the long and short side of the portfolio. The team has been able to deliver market beating returns with an average net exposure of around 40% through an approach that is generally style agnostic and adapts to the opportunities presented by different market environments.

Key selling points
  • Renowned institutional UK hedge fund manager
  • Experienced stable investment team, that has largely been together for a decade
  • Global Financials specialists focused on the broader sector encompassing, Real Estate, Business Services, Financial Technology, Insurance Companies and Banks
  • Alpha seeking investment process centred on a sector that offers large dispersion and thus opportunity
  • Focused bottom up approach with macro awareness