Referent: Scott Davies
Unternehmensüberblick / Kernkompetenz
Short Description of the Fund
The KLS CDAM Global Opportunities Fund launched on 14 May, 2018. The hedged equity fund comprises a concentrated portfolio of developed world securities hedged with listed futures and options. It employs a long term, value orientated, counter cyclical approach to investing in equities. The strategy seeks to provide an equity solution that is independent of the stock market and our peers. Our focus is on companies with superior business fundamentals and managements who understand the capital allocation model.
CDAM (UK) Ltd is a London based independent asset management firm founded in 2005 by Scott Davies and Adam Chamberlain. With backgrounds trading and investing in the four major asset classes within the investment banks, they lead a team of 7 people in total, managing approximately $800m o behalf of a predominantly institutional investor base.
Thematic Presentation Title:
How to manage risk in a concentrated equity portfolio