Investment Strategy: The strategy is based on a “Fundamental Bottom-Up + Catalysts” approach. This is complemented by quantitative analysis to assess investment theses and portfolio construction in light of the evidence provided by the data. The strategy combines a discretionary approach to understanding companies with a data-driven approach to navigating the equity market. Investment case catalysts include changes in business drivers, balance sheet optimization and corporate actions. Where relevant, the strategy incorporates ESG factors into the decision-making process.

Investment Objectives: The fund aims to generate positive returns over the long term, regardless of market direction. To pursue this objective, the fund combines two approaches: long positions in securities considered undervalued or with positive prospects, and short positions in securities considered overvalued or with weak fundamentals.

MONTLAKE UCITS PLATFORM ICAV - VIRTUOSO UCITS Fund - EUR Retail Class Pooled - IE00BLDGJW61