Advent Global Partners UCITS Fund
The Advent Global Partners UCITS Fund is managed by Advent Capital Management, LLC (“Advent”). Founded in 1995, Advent is a recognised global leader in convertible bond strategies. Advent actively manages ≈$9bln across alternative, long-only and closed-end strategies.
The Advent Global Partners UCITS Fund primarily invests in convertible bonds, credit and equities when managing the Fund’s sub-strategies: Idiosyncratic Volatility, Event Driven, Relative Value Credit and Alpha Short Opportunities. The strategy, dynamically allocates to these sub-strategies based on the current and expected opportunity set and all sub-strategies may not be allocated to at all times. The Fund seeks to identify compelling long and short opportunities that may include single-name convertible bonds and equities, capital structure arbitrage, and other positively asymmetric event driven opportunities. The Fund cautiously employs leverage and may use tail hedges to reduce volatility.
The strategy employs bottom-up fundamental research combined with quantitative analysis to construct a portfolio with attractive risk/reward characteristics. The strategy leverages the Firm’s proprietary research capabilities to identify misunderstood credits and corporate valuations. Alpha generation is based on quantitative and fundamental analysis of event driven opportunities along with active trading and hedging to monetize structural inefficiencies. Advent identifies and exploits idiosyncratic volatility and event-driven opportunities utilizing a multi-strategy approach to extract alpha in all market environments.
Advent Global Partners UCITS Fund
Odell joined Advent in 2001 as a Principal and serves as a portfolio manager on the strategy. Prior to joining Advent, Odell was Head of Convertibles and Equity Derivatives at Société Générale. Before joining Société Générale, Odell managed the sales and trading departments at HSBC Securities and Bankers Trust. Odell began his career at Merrill Lynch and served as Vice President of Convertible Trading, Structured Equity Derivative Products and Asset Swaps. Mr. Lambroza is a graduate of Cornell University and has over 30 years of industry experience.
Tracy V. Maitland
Serves as President and Chief Investment Officer of Advent overseeing all investment activities of the firm. Mr. Maitland has been instrumental in developing the firm’s investment strategies and disciplines while directing Advent to be a leading specialty manager of convertible bond and credit securities. Prior to founding Advent in 1995, Mr. Maitland was a Director and National Sales Manager in the Convertible Securities Department in the Capital Markets Division at Merrill Lynch. Mr. Maitland is a graduate of Columbia University and has over 30 years of experience in investing across the entire capital structure.
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Advent Global Partners UCITS Fund
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