EUROPEAN VALUE FUND

European Value Fund (EVF) is the successor fund to a strategy implemented since 2013. It follows the same long-only European equity approach and typically invests in ~50 individual listed stock positions (predominantly in EUR, GBP), without any constraints on market volume (“size”).

EVF aspires to deliver above-market performance over longer time periods by exploiting certain market inefficiencies (e.g., short term focus, career risk, benchmark hugging) and by relying on positions with strong value characteristics and positive momentum. EVF is always fully invested but will never use leverage, derivatives or shorting of equities. EVF can and will apply certain sector exclusions as well as minimum requirements for market liquidity.

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STRATEGY OUT-PERFORMED 3% ANNUALLY FROM 2013-2025

Top-ranked among European

funds over 9 years

Since strategy inception: +131.5% resulting in ~57% total out-performance
Over 10+ years, 7.5% p.a. net return, resulting in ~3% yearly net out-performance

KEY FACTS

**Subscription fee is always 0%. Redemption fees apply if shares redeemed within 2 years; these fees are credited to the fund (and therefore all remaining investors)