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Strategy & Key Facts

  • Home
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  • Tosca European Select
  • Strategy & Key Facts
  • Aptus Investment Fund
  • Tosca/ Tosca UCITS
  • Tosca AF Fund
  • Private Equity
  • Tosca European Select
    • Strategy & Key Facts
    • The Team
    • Shareholder reports
  • Tosca Opportunity
  • Tosca Mid Cap
  • Pegasus
  • Tosca Micro Cap
  • Tosca Focus

Tosca European Select is European Equity Fund investing in a portfolio of midcap “hidden champions”, a large but under-owned segment of the equity market. The Fund is enhanced by a dynamic capital protection program to provide downside protection in periods of volatility.

Launched in September 2021, the Fund has an absolute return philosophy with around 30 long equity positions alongside a capital protection plan (articulated through options) aimed at minimizing portfolio beta during downturns.



Key Points

  • High conviction, long-only Mid Cap equity portfolio with an active risk management overlay to reduce downside risk and volatility

  • Adopting an absolute return mindset, the aim is to outperform the broader market over the cycle with lower levels of volatility

  • Fundamental value-based investment approach led by Joerg Sponer (CIO, and ex-Partner at Capital Group) and Bobby Vedral (Risk Management and ex-Partner at Goldman Sachs). Both decision makers have a unique human intelligence network (through business and political thought leaders), built over their 25 years’ industry experience

  • Active engagement with underlying companies to add value through influence & impact, not just information & insight

  • All investments require a tangible value driver and a definable event or catalyst, as well as a public ESG policy and a positive track record through independently verified metrics

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