The Avenir Fund pursues a long-only, ‘Buy-and-Hold’ US equity strategy. It invests in companies deriving a significant portion of their revenues from the innovation thematic toward healthcare, technology, robotics and security sectors. It has a focus investing in US markets. The fund invests in 40 large US companies equally weighted diversified by industry combining a fundamental bottom-up approach with a top down overlay. The fund focuses in companies which should outperform the broader market on a sustainable basis due to the high growth rate of the portfolio.
Disciplined investment process and risk metrics – A combination of sector top-down approach and bottom-up stock selection to identify the best relative value opportunities and individual securities, which potentially offers both stable income and price appreciation.
Experienced and dynamic Team. The Avenir team has relevant experience in innovation sectors. The team combines the right skills and experience to identify opportunities.
Traditional investment approach. Long only growth orientated fund, focused on companies with strong innovation and steady growth over the long term. Disciplined and repeatable investment process, the fund invests in 40 large and mid-cap companies which have quality oriented strategy and innovative businesses. The investments are diversified by sub industries but concentrated enough to drive differentiated performances.
Waystone Investment Management (IE) Limited, 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 Waystone Fund Management (IE) Limited, 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.