Investment Objective
Scopia employ a fundamental equity Market Neutral strategy, with a core focus on underfollowed and under researched US mid-cap equities. The team have a multi-sector approach, focussing on consumer/retail, financials/business services, healthcare, industrials and technology/telecom. Scopia was founded in April 2001 and have employed the same consistent philosophy and approach over the entire duration of the firm. The fund seeks to generate 10% per annum, with low correlation to market indices.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.6 | 0.7 | 0.2 | 0.1 | 0.4 | 0.4 | 0.1 | 0.7 | 0.7 | 0.5 | 0.6 | 0.6 | 0.5 | |
| 2023 | 0.7 | 0.1 | 0.2 | 0.0 | 0.6 | 0.6 | 0.9 | 0.7 | 0.8 | 0.9 | 0.5 | 0.7 | 0.5 |
