Investment Objective
The Banor SICAV Volta Long Short Equity Fund provides investors exposure to global stocks across sectors related to the global energy transition, in particular the battery value chain. The fund invests long and short across five key segments: batteries, end markets, renewables, intermediates and raw materials. By following a long/short strategy the team is able to take advantage of both cyclicality and valuation dispersions within each segment, and fundamental analysis is used to identify undervalued companies with mispriced growth. The aim is to maintain a relatively concentrated portfolio that balances growth potential with capital preservation, and ESG criteria are core to the fund’s investment process.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.3 | 0.7 | 0.1 | 0.7 | 0.8 | 0.7 | 0.4 | 0.8 | 0.8 | 0.3 | 0.9 | 0.5 | 0.8 | |
| 2023 | 1.0 | 0.4 | 0.3 | 0.5 | 0.4 | 0.6 | 0.2 | 0.2 | 0.1 | 0.8 | 0.5 | 0.3 | 0.8 |
