Zadig Managed Accounts strategy

Investment Objective

We think the Zadig Managed Accounts strategy can strongly outperform the European market thanks to our valuation driven process. Key to this long-term performance ambition is our concentration on our very best ideas only and our risk management process.

Process

Zadig relies on a hands-on research approach. We build our own valuation models, meet with management of companies. Our process is bottom up and valuation driven; we never invest if we cannot justify a meaningful upside for a reasonable amount of risk. ESG factors are fully integrated in our valuation process.

We think there is a comfort bias in the market, and investors overpay for perceived safety. We are often contrarian in our approach; the portfolio is made up of companies that are undervalued due to investors’ perception of risk and the companies offer attractive risk/return profiles as a result.

Why invest in Zadig Managed Accounts strategy?

A very best ideas. At all times, the portfolio is concentrated on our very best ideas among European Equities. The non-UCITS format allows us to build an ideal portfolio that can be made on 10-15 names and offer the most exciting investment opportunities in European Equities.

Strong risk management. At all times, portfolio keeps a balanced exposure to cyclical, defensive, growth companies and we carefully monitor factor exposures (value, growth, momentum, etc.) through advanced proprietary quantitative analysis.

We bring diversification to investors. By avoiding consensual investments, the portfolio looks and behaves differently from competitors, offering welcome diversification to our investors. The correlation of the portfolio’s performance with peers is low, making the fund a truly diversifying asset for European Equity allocators.

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Portfolio Characteristics

• Market Caps:    Mid to Large
• Number of investments:    10/15
• Active share    >90%