Mon, Jan 16, 2017
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. Southpoint Capital gains 3.8% in Q3, bringing year-to-date returns to 5.2%[more]

    From Valuewalk.com: Southpoint Capital Advisors, the $3 billion New York hedge fund founded by former employees of David Einhorn’s Greenlight Capital, added 3.8% net during the third quarter of 2016, bringing year-to-date returns to 5.2% and cumulative returns since inception (July 2004) of 237.4% a

  2. The Big Picture: The case for emerging market debt in 2017[more]

    Benedicte Gravrand, Opalesque Geneva: Emerging market (EM) assets outperformed in 2016 mainly because of stronger fundamentals and an improving international environment, with GDP picking up speed, leading to positive earnings revisions for the first time in five years,

  3. Hedge funds gain across strategies in December, outperform MSCI to close at record index level in 2016[more]

    Komfie Manalo, Opalesque Asia: Hedge funds posted gains across all strategies in December to conclude 2016, with the HFRI Fund Weighted Composite Index (FWC) rising to a record index value level as oil prices surged, equities gained and U.S. interest rates increased into year end, accordin

  4. Performance - BlackRock's robot stock-pickers post record losses, Soros-backed fund Glen Point loses in first trading year, Regal Funds Management: Bleak year as returns in key funds plunge 25pc, Elm Ridge Capital up 25% in 2016[more]

    BlackRock's robot stock-pickers post record losses From Bloomberg.com: Like so many fund titans these days, Laurence D. Fink is betting on machines to turn around BlackRock Inc.'s beleaguered stock-picking business. Trouble is, they just might have made things worse. BlackRock

  5. Eurekahedge Hedge Fund Index up 1.01% in December (+4.48% YTD)[more]

    Hedge funds gained 1.01% during the month of December, with 2016 returns coming in at 4.48%. Meanwhile, underlying markets as represented by the MSCI AC World Index (Local) gained 2.38% in December with its 2016 returns coming in at 7.37%. North American equity markets traded higher in December as t