Ardsley's portfolio managers employ a rigorous, bottom-up strategy in constructing the portfolios and place emphasis on companies with above average growth trajectories that are reasonably valued. Ardsley's experience as a firm has demonstrated the ability to offer attractive returns to clients over time through successful stock selection coupled with opportunistic and nimble portfolio management.
The founder of Ardsley Partners, Philip Hempleman, has professionally managed assets for over 40 years and the investment professionals have cumulatively been working at Ardsley for over 100 years. The fund will primarily invest in both long and short US equities and equity-related securities, including common equities, American depositary receipts, global depositary receipts, preference shares, units in collective investment schemes (CIS) and exchange traded funds (ETF).
The investment process combines fundamentally driven, bottom-up analysis and top-down macro-economic outlook to identify asymmetric risk/reward opportunities, emphasizing active management of the portfolio, with sensitivity to short-term market trends and price changes in individual securities.
Experienced investment team - The Ardsley US Equity L/S strategy, led by Spencer Hempleman, has been managed by Ardsley Partners since inception in 1987, boasting 14.5% annualised returns over 28 years.
Sector bias towards areas of strong capabilities - The investment process is focused within areas of expertise with the team divided across sectors that are responsible for specific company research and sector analysis to identify rapidly growing opportunities with an emphasis on Healthcare, Renewable Energy and Technology.
Directional investment approach - The investment approach is one of rigour and discipline with acute attention to risk management allowing capital to be deployed efficiently behind core ideas.
ML Capital Asset Management Ltd, 23 St. Stephen's Green, Dublin 2, D02 AR55, Ireland is licensed to provide Investment Management services to Professional Clients (including Collective Investment Schemes) by the Central Bank of Ireland.
MontLake UCITS Platform ICAV is an umbrella open-ended Irish collective asset-management vehicle with segregated liability between Funds formed in Ireland under the Irish Collective Asset-management Vehicles Act 2015 and authorised by the Central Bank as a UCITS pursuant to the UCITS Regulations.
The Manager of MontLake UCITS Platform ICAV is MLC Management Ltd, a company regulated by the Central Bank of Ireland.
This website is directed mainly for professional and institutional clients who possess the necessary experience, knowledge and expertise to make their own investment decisions and properly assess the risk that it incurs.
Information on this website was obtained from various sources and the company does not guarantee its accuracy. The information is for your private use and discussion purposes only and expressed views and opinions may change.
The Performance figures quoted refer to the past and past performance is not a guarantee of future performance or a reliable guide to future performance. The value of your investment and their income may go down as well as up.
Your investment may also be subject to currency, interest rate, as well as market fluctuations. Consequently the Investor may not get back a sum equal to that he / she originally invested.
Investors should note that an investment in those Sub-Funds which may invest in emerging markets should not constitute a substantial proportion of an investment portfolio and may not be appropriate for all investors.
The Sub-Funds may invest in Over the Counter as well as Exchange Traded derivative instruments to enhance return or hedge against fluctuations in security prices or market rates as well as to short sell a security through the use of a derivative instrument. Transactions in derivative instruments involve a risk of loss or depreciation of capital due to adverse changes in security prices, exchange rates or interest rates or in the case of OTC instruments default of Counterparty. This investment may not be suitable for all types of investors. It is therefore recommended that you consult your investment advisor.
A commission or sales fee may be charged at the time of the initial purchase for an investment and may be deducted from the invested amount therefore lowering the size of your investment. The Investment Manager will be entitled to receive a performance fee as well as a management fee, calculated on a daily basis and paid quarterly by the sub-funds.
The Levels and bases of taxation are dependent on individual circumstances and subject to change and therefore it is highly recommended that you consult a professional tax advisor.