Mon, May 30, 2016
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. Performance - Hedge fund ETFs take a battering, Have long-short credit funds delivered?[more]

    Hedge fund ETFs take a battering From ETFStrategy.co.uk: It was a blow for the hedge fund world when Hillary Clinton’s son-in-law Marc Mezvinsky announced he would be closing his Greek-focused fund after it plummeted in value by 90%, just two years after it launched. For passive investor

  2. Ares Capital to buy American Capital in $3.4 billion deal[more]

    From PIOnline.com: Ares Management's business development company Ares Capital Corp. is buying troubled BDC American Capital for $3.43 billion, said a joint news release by the BDCs and another release by Ares Management. Ares Capital Corp.'s assets are expected to grow to about $13.2 billion when t

  3. Launches - Man Group and American Beacon launch new emerging debt fund, Nikko AM launches new Japan equity UCITS fund[more]

    Man Group and American Beacon launch new emerging debt fund American Beacon Advisors, an experienced provider of investment advisory services to institutional and retail markets, launched the American Beacon GLG Total Return Fund today. The Fund became effective May 20. The America

  4. Emerging markets hedge funds perform strongly, but capital base erodes[more]

    Komfie Manalo, Opalesque Asia: Latin American Emerging Markets and Russian hedge funds lead industry gains in the first months of 2016, posting strong performances through April as global and EM equity, commodity and currency markets surged in recent weeks following steep losses to begin the year

  5. Americas - Australian banks sending U.S. hedge funds broke, Ryan Puerto Rico ‘rescue’ bill could be windfall for hedge funds[more]

    Australian banks sending U.S. hedge funds broke From SMH.com.au: US hedge funds are not having the best of years. Profits are hard to find, they're underperforming and the punters are losing patience, withdrawing US$15 billion ($20.8 billion) in the March quarter. They're expected to wit