Steve Russell, Investment Director
Fund: LF Ruffer Total Return Fund
How to Protect Your Portfolio from Inflation Risks?
Steve Russell, manager of the Ruffer Total Return Fund, will highlight the risk of inflation, its damaging impact on conventional assets and consider which ‘alternatives’ might help mitigate these risks. Steve will also explore the Ruffer approach and explain how this balances a range of unconventional and alternative assets to build inflation protection in to the strategy.
Tony Coveney, Head of Infrastructure Asset Management
Fund: ThomasLloyd SICAV – Sustainable Infrastructure Income Fund (SIIF)
Sustainable real assets – accessing the defining investment trend of this century
Asia is the world’s largest and fastest growing consumer of energy as well as the largest emitter of CO2. The scale of the green transition and the decarbonisation of Asia makes it the defining investment trend of this century for investors. By capitalising on the growing need for private sector infrastructure funding, sustainable real assets – specifically infrastructure, offers investors the opportunity to tap into fast growing markets and benefit from long-term predictable income with capital appreciation. Our investment offerings provide defensive earnings streams, diversification from other asset classes and inflation protection. Tony Coveney, Head of Infrastructure Asset Management will introduce the investment case for sustainable real assets and highlight ThomasLloyd’s demonstrated track record as a pioneer of investing in pure-play infrastructure in fast-growing and emerging economies.
Wolfram Gerlof, Client Portfolio Manager
Fund: Vescor Active Beta Opportunities
Myth and reality of alternatives
Most investors expect stable returns, diversification, transparent processes, attractive fees and a high degree of liquidity from alternative investments. However, the reality for many investors has been very different. In the Vontobel session, we will show, how we have been achieving these goals with an academically sound and systematic approach for nearly 20 years. Attractive, absolute returns at competitive fees with daily liquidity can be a reality.
UBS Asset Management
Blake Hiltabrand, Head of Merger Arbitrage Research and Senior Portfolio Manager, O'Connor & Mirko Butti, Managing Partner, Co-Head of IAM Investments Alternative UCITS platform
Fund: IAM Investments ICAV - O’Connor Event Driven UCITS Fund
UBS O’Connor Event Driven Strategy
International Asset Management (IAM) and UBS O’Connor teamed up in February 2021 to launch UBS O’Connor Event Driven UCITS Fund on IAM Investments Alternative UCITS platform. The fund launched on day one with $100m capital from IAM Fund of Funds.
IAM Investments is one of the fastest growing Alternative UCITS platforms, with 6 Alternative UCITS funds and $1.2bn AUM.
UBS O’Connor Event Driven UCITS Fund is a Global Event Driven Multi-Strategy with a US bias and a focus on merger arbitrage. UBS O’Connor has consistently been one of the top ranked Global Event Driven houses since 2004. The portfolio managers Blake Hiltabrand and Joe Newell have been managing the strategy for over 15 years and the team have been together for over 13 years.
The UCITS Fund will be actively allocating to M&A, Capital Structure Arbitrage and SPACs. The UBS O’Connor Merger Arbitrage strategy returned more than +14% in 2020 and has achieved in excess of a +10% annualised return plus a 1.13 sharpe ratio over the past 15+ years.
- The fund will be the UCITs version of the offshore Merger Arb fund, with addition of Capital Structure Arbitrage. The O’Connor team believe this to be a great combination to play Event Driven going forward, and it also makes the fund unique in the Event Driven UCITS space.
- The fund will leverage the full event driven capabilities of UBS O’Connor. The geographic exposure will be global with a bias to US and across all sub-sectors.