Virtuoso UCITS Fund launches on the MontLake UCITS Platform ICAV

Press Releases

Dublin, 9th July 2020 – Tavira Securities Limited (“Tavira”) and MontLake are pleased to announce the launch of the Virtuoso UCITS Fund on the MontLake UCITS Platform.

 

The Virtuoso UCITS Fund seeks to achieve long-term capital growth via a long short approach to equity markets. The fund will look to take long and short positions in equity markets, with a bias to companies that have their principal economic activities in Europe. The fund will though invest globally, including up to 15% in emerging markets, where the opportunity is deemed to be unique or better than those arising in Europe. The fund will combine both qualitative and quantitative analysis, including a strong focus on ESG, to select the underlying long and short positions. The fund is offered with daily liquidity.

 

The fund will be led and managed by:

 

Aimone Beretta PM

Previously Head of Asset Management and fund manager at Crossinvest SA Lugano and a Partner at Farema Capital. Aimone has been developing a resilient equity investment approach based on fundamental bottom up stock appraisal with particular attention to stock specific catalysts. The strategy is continuously evolving by adopting new factors and focusing on alternative data analysis.

 

Alberto Matuozzo Senior Analyst / PM

Previously Assistant Fund manager/trader at Farema Capital and an advisor on European research at Gabelli Asset Management.

Alberto has previously worked together with Aimone at Farema for 4 years and has worked in the investment industry since 1998. He is responsible for the setup and the definition of quantitative analysis and risk management process benefitting from his strong analytical background.

 

Cyril Delamare, CEO of MontLake commented:
“We are excited to be working again with the team at Tavira on the launch of their second sub fund on our platform. We think this fund arrives at an interesting time for European equities and is something we are very pleased to offer to our investors.”

 

Patrick Fietje, CEO of Tavira Securities commented:

“We are very excited to be launching our Virtuoso Global Equity with a European Focus L/S UCITS fund into an environment where increased market volatility will allow our experienced investment team to take advantage of securities dislocation while focusing on strong alpha generation using an analytical bottom-up approach with an advanced quantitative overlay and factoring in ESG elements to achieve returns that are uncorrelated to the market.

 

About Tavira Securities

 

Tavira Securities was founded in 2005, initially to trade derivatives, but with a clear vision to expand both the firm’s product offering and geographic coverage to better serve clients. Today, we are proud to offer a comprehensive suite of world-class financial services to our diverse group of global clients, including asset managers, hedge funds, government institutions, corporates, family offices and high net worth individuals. Tavira is headquartered in London and maintains offices in Monaco and Dubai, employing over 100 people globally.

 

About MontLake

 

Our vision is to be the investment fund industry’s most client-centric company. Founded in 2009, headquartered in Dublin with offices located across Europe, we combine world-class infrastructure solutions, with the world’s leading investment managers overseeing over $8 billion of assets, across a suite of products.

 

Providing our clients with access to world class and highly experienced investment managers via our expertise in structuring the most suitable European regulated fund structures to suit the investment strategy. We develop products that we believe will bring value to our investor base, by a research driven approach, selecting the best performing fund managers in the industry and providing strategies that complement our clients’ portfolios.

 

MontLake Management Limited is an Irish Super Management Company authorised by the Central Bank of Ireland both as a UCITS Management Company and Alternative Investment Fund Manager and has passported its services into Luxembourg, Germany, France and Malta.

 

MontLake Management Limited can support the launch of your fund either as a standalone structure or as a sub-fund on one of the multi-award winning MontLake platforms and is today managing UCITS, Alternative UCITS, Hedge Funds, Real Estate, Infrastructure and Private Equity.