(Previously Trigon New Europe Growth Fund)
Primary investment region: the Baltic countries (Estonia, Latvia, Lithuania).
Long-only equity fund that invests in a limited number of carefully selected companies.
The Fund does not follow any particular index.
Focus: Companies, which could strongly benefit from the regions’ convergence to the West. Through actively taking advantage of the market inefficiencies in the region, invest in companies, where the mainstream investment community is overlooking the intrinsic value of the enterprises or potential near-term triggers which might substantially improve the operational performance of the enterprises.
Goal: finding the most attractively valued companies relative to their growth potential and offer better-than-market long-term returns while keeping the volatility of the Fund close to the average market volatility.
The Fund holds approximately 20-25 different securities that the Fund Manager sees as offering the best growth potential in the target markets.
Investments are based on a beneficial risk-return relationship and thorough analysis of the individual companies that considers the fundamental value and growth potential of the company against the current market price.