Fri, Apr 19, 2024
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Industry Updates

Tramondo launches European equity strategy, aims to tap into the continent's hidden potential

Tuesday, April 12, 2022
Opalesque Industry Update - Tramondo Investment Partners AG, a bank-independent Zug, Switzerland- based investment boutique, announces that it had recently launched Dynamic Equity Europe, a sub-fund of Tramondo UCITS Funds.

The strategy of the Dynamic Equity Europe Fund is a carve-out of the firm's global defensive equity strategy with active risk management, which has been trading since 2017. Focusing on Europe ex Switzerland, Dynamic Equity Europe pursues the same conservative equity approach that participates in equity markets while looking to preserve capital in turbulent times.

Tramondo has appointed Patrick Rissi, CFA, as the Lead Portfolio Manager for the Dynamic Equity Europe strategy. Patrick joined Tramondo in 2021 from UBS Investment Bank, where he most recently worked as an Institutional Equity Sales generating investment ideas (long and short) and managing alpha capture accounts (long/short and long-only) within Swiss and European equities.

Raphael Müller, Chief Executive Officer of Tramondo, said: "There was a time when George Soros wondered who in their right mind would place their money in Europe. We beg to differ. Political reforms have driven investment into new technology and renewable energy sectors. The winners will be companies that can generate value from healthy balance sheets. The critical factor will be identifying those players while actively managing the tactical exposure to the overall market. For us, it means applying our global investment approach to Europe. I wish Patrick Rissi and the team every success with the European strategy."

"The forthcoming cycle will be led by high-quality European companies who can thrive even in an inflationary environment. They have nothing to fear as they can hand down cost increases to their customers. Combined with disciplined risk management, investing in European quality stocks can be surprisingly attractive", added Patrick Rissi, Tramondo's European Equity Lead Portfolio Manager.

In November of last year, the firm had announced that Tramondo UCITS Funds, a collective investment scheme under Liechtenstein law and its respective sub-funds Dynamic Equity Opportunities and Next Generation had received FINMA approval for distribution to non-qualified investors in Switzerland. The same holds true for the newly launched Dynamic Equity Europe. Tramondo acts as the investment manager of the funds.

What do you think?

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

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. KKR raises $6.4bn for the largest pan-Asia infrastructure fund[more]

    Laxman Pai, Opalesque Asia: The New York-based global investment firm KKR has raised a record $6.4bn for its second Asia-focused infrastructure fund, underlining investors' continued appetite for private markets. According to a media release from the alternative assets manager, the figure top

  2. Bucking the trend, top hedge fund makes plans for a second SPAC[more]

    From Institutional Investor: SPACs aren't dead. At least not to the folks at Cormorant Asset Management. The life sciences firm, whose hedge fund topped its peers in 2023, is confident it will match the success of its first blank-check company. Last week, the life sciences and biopharma speciali

  3. Benefit Street Partners closes fifth fund on $4.7 billion[more]

    Bailey McCann, Opalesque New York: Benefit Street Partners has closed its fifth flagship direct lending vehicle, BSP Debt Fund V, with $4.7 billion of investable capital across the strategy. Benefit Street invests primarily in privately originated, floating rate, senior secured loans. The fun

  4. 4 hedge fund themes that are working in 2024[more]

    From The Street: A poor earnings report from Tesla (TSLA) has not hurt the indexes on Thursday. The decline in Tesla stock, which is losing its position in the Magnificent Seven pantheon, is more than offset by strong earnings from IBM (IBM) and ServiceNow (NOW) . In addition, the much higher-t

  5. Opalesque Exclusive: A global macro fund eyes opportunities in bonds[more]

    Bailey McCann, Opalesque New York for New Managers: Munich-based ThirdYear Capital rebounded in 2023, following a tough year for global macro. The firm's flagship ART Global Macro strategy finished the year up 1