The IAM Investments Alternative UCITS Platform aims to bring high quality offshore managers with a strong track record and a clear differentiating factor to the UCITS space. Every fund in the platform is selected by IAM and appointed as delegated investment manager of the fund.
All the funds in the platform are managed by one alternative asset manager selected by IAM have daily liquidity, are Irish domiciled and comply with UCITS regulation.
The platform currently has the following fund managers:
Anavio Capital Event Driven UCITS Fund
Anavio Capital is a London based asset manager established in 2014 by Dan Horsley and Dario Sacchetti.
It is an Event Driven fund with a European focus that invests across the full spectrum thanks to its three different strategies: Merger Arbitrage, Special Situations and Capital Markets. The fund has an absolute return target with low correlation to equity markets. The UCITS strategy was launched in November 2017.
IAM EJF Alpha Opportunities UCITS Fund
EJF Capital is a US asset manager established in 2005 by Emmanuel Friedman and Neal Wilson. The firm is one of the biggest asset management specialists in US financials.
IAM EJF Alpha Opportunities UCITS is Long/Short Equity Fund focused on US financials with a tactical net exposure of -20%/+20% . The fund was launched in November 2018.
Incline Global Long/Short Equity UCITS Fund
Incline Global is a US asset management established in 2012 by Jeff Lignelli.
The UCITS fund was launched in Dec15; it follows a directional Long/Short Equity strategy with a US focus. Jeff combines a detailed bottom up fundamental analysis with his top down views in order to find companies that could benefit from macro tailwinds (for the long book) and headwinds (for the short book).
Please click here to access to the IAM Investments Alternative UCITS Platform website.