Wed, Mar 29, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
New Managers April 2012

Q&A
An investment manager describes his UCITS-compliant funds platform

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., to end-March)
  • 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 platform.

Opalesque asked Cyril Delamare, one of ML Capital's managing partners, to explain how it really works.

Cyril Delamare

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......................

To view our full article please login

This article was published in Opalesque's New Managers a top-down monthly analysis, news and research publication on the global emerging manager space.
New Managers
New Managers
New Managers

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. Opalesque Exclusive: FS Investments launches energy fund[more]

    Bailey McCann, Opalesque New York: $19 billion Philadelphia-based FS Investments has launched a new interval fund which will invest in energy. The FS Energy Total Return Fund is the firm's first closed-end interval fund and will invest opportunistically in energy companies and assets. FS

  2. Hedge fund liquidations in 2016 surpass 2009 levels, new launches decline[more]

    Benedicte Gravrand, Opalesque Geneva: Even as the hedge fund industry's total assets exceeded the $3tln milestone last year, hedge fund liquidations increased. So much so that 2016 had the highest number of liquidations since 2008, claims the latest HFR Market Microstructure Report, re

  3. Hedge funds find no joy in macro as returns lag Trump rally[more]

    From Gulfnews.com: In 2017, macro hedge funds were expected to shine. So far? Not so much. It's been a far from impressive first two months for funds that trade around macroeconomic events. Discretionary funds rose just 0.3 per cent through February, according to Hedge Fund Research Inc., while the

  4. Strategies - Billionaire investor Marc Lasry shares how he's playing markets right now, Classic models are failing FX hedge funds desperate for return[more]

    Billionaire investor Marc Lasry shares how he's playing markets right now From CNBC.com: Buy on the prospect of deregulation. Sell on the enactment of deregulation. That's the strategy that billionaire investor Marc Lasry is implementing, according to an interview with CNBC in Las Vegas

  5. Opalesque Exclusive: Aberdeen makes the case for the lower mid-market[more]

    Bailey McCann, Opalesque New York: Aberdeen Asset Management has released a new paper focused on lower mid-market private equity. According to the paper, this segment of the private equity market is gaining popularity with private equity investors that are looking for multiple expansion and less