Investcorp-Tages Engadine Long/Short UCITS

Investment Objective

The investment objective of the Sub-Fund is to achieve capital appreciation through a strategy based on fundamental analysis and proprietary valuation of companies. The three-stage process includes idea generation, fundamental analysis, and proprietary valuation. Idea generation involves understanding a company’s industry position and outlook. Fundamental analysis focuses on financial statements, management incentives, and key performance drivers. Proprietary valuation assesses a company’s earnings, cash flow, and growth potential. The Investment Manager employs a long/short strategy, investing in companies with strong management and growth potential while shorting those with flawed business models or disruptive industry challenges.