The comforts of a UCITS platform
The Dublin-regulated MontLake UCITS Platform was launched by ML Capital, a European fund distribution firm, in October 2010. It currently
contains seven funds:
- Pegasus UCITS Fund (UK L/S Equity); which returned 4.25% YTD (est.,
- Skyline UCITS Fund (Global EM L/S Equity) ; 10.59% YTD (est.)
- Dunn WMA UCITS Fund (CTA/Managed Futures); -12.70% YTD (est.)
- Goldwinds Global Macro UCITS Fund (Discretionary Global Macro)
- RP Systematic Emerging Markets UCITS Fund (Systematic EM Macro);
0.34% YTD (est.)
- Wanger US Smaller Companies UCITS Fund (US Small Cap, Long Only)
- MontLake Wanger European Smaller Companies UCITS Fund (European
Small Cap, Long Only)
This is a platform, like many like it, that lets the fund managers focus on
the running of their fund, while it gets busy with the multitude of tasks that
must be met for a fund to be sustainable. Like a supermarket does with the
products that it sells.
So while managers stay busy doing what they do best; investors can sift
through them (with ease, as there is good transparency) and chose what
fund (UCITS fund, a safer structure) would be most suitable for their own
portfolio. What is there not to like about being on or investing through a
Opalesque asked Cyril Delamare, one of ML Capital's managing partners,
to explain how it really works.
Opalesque: why did ML Capital decide to
start a platform? Why UCITS rather than
other fund structures?
Cyril Delamare: We set up ML to bring hedg......................
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This article was published in Opalesque's New Managers
a top-down monthly analysis, news and research publication on the global emerging manager space.