Strategy & Key Facts
- Tosca European Select
- Strategy & Key Facts
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.
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