Sun, Dec 21, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Trias L/S Fund celebrates its second anniversary – performance since inception at +58.2%

Wednesday, May 07, 2014
Opalesque Industry Update - Entrepreneur Partners AG, a FINMA-regulated asset manager domiciled in Zurich, is celebrating the second anniversary of its proprietary fund Trias L/S Fund. Since inception the value of fund units has increased by 58.2%, clearly outperforming long-only equity indices and its peers in the fund area. The favorable fund structure with daily liquidity at the net asset value (NAV) and CHF and EUR asset classes also made a contribution to growing fund assets.

Trias L/S Fund invests in companies listed in Germany, Austria and Switzerland (DACH). This region is home to a large array of under-researched companies with considerable performance potential. A key factor of the fund’s strategy is in-depth analysis and ongoing management contact, which are conducted by the fund manager personally. Clear positioning according to the expected development on the markets is also part of the portfolio management process.

Following a very successful year in 2013 (performance +33.7%), Trias L/S Fund has upheld this suc-cess with a positive start to 2014 (as at April 30, 2014: +10.0%), generating significantly greater value for investors than the leading equity indices (SMI +3.3%, MDAX -3.0%, ATX -0.8%). The top-notch performance has attracted new investors, which has helped propel the fund past the mark of CHF 50 million in assets under management.

Fund manager Kilian Kentrup is confident in his strategy: “In the DACH region there are an unbelieva-ble number of exciting small and mid-cap companies, which receive little or no attention. Sound analy-sis and regular contact with management have helped me in the past to find attractive opportunities and generate added returns for investors.” Performance drivers over the past few months include companies like Aareal Bank, Drillisch, SAF Holland, Palfinger, Leonteq and U-Blox. Currently German construction software provider RIB Software, Austrian semi-conductor manufacturer AMS and the Swiss media company Publigroupe all stand out as favorites.

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Investing - Hedge funds get boost from healthcare in 2014, Paulson & Co takes stake in Salix on heels of inventory issues[more]

    Hedge funds get boost from healthcare in 2014 From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec

  4. Opalesque Exclusive: U.S. legal receivables fund launched in August[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c

  5. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und