• A new managed fund, the Morgan Stanley Europe Opportunities Fund was included as part of the strategy in February 2021. The aim of the fund is to invest in high quality established and emerging companies that are believed to be undervalued, have sustainable competitive advantages and generate disruptive change.
• The investment team of this global house has over twenty years of industry and management experience with the firm. Moreover, as part of their managerial incentives, the management team has a policy in place to invest a significant portion of their compensation in various strategies they manage with the lead manager having the majority of his wealth invested in the different mandates of the fund house. This should incentives alpha generation.
• More recently, another boutique managed fund was included in the strategy – the Fondita Sustainable Equity Fund. The Finnish based fund invests in companies that have a product or service that is well positioned to achieve a world with lower CO2 emissions and a more efficient use of natural resources which is considered as a key theme going forward.
• The holdings are based on 4 of the 17 United Nations sustainability goals; Climate Action, Responsible Consumption & Production, Affordable Clean Energy and Sustainable Cities & Communities.
For more information click on: https://www.bovassetmanagement.com/FundReport.aspx?Fid=5