MontLake Mygale Event Driven UCITS

Investment Objective

Mygale continues the strategy employed by Neil Tofts at firms including Deephaven Capital, KBC Alternative Investment Management and Merrill Lynch, with a differentiated approach built on sceptical research, disciplined position selection and active trading. Fundamental in-house research is completed by systematic consulting of the market through deep local broker relationships and industry specialists. Trades are structured with the intention of embedding optionality and favourably skewing risk, with a preference for situations that have a fundamental value underpinning, clear rationale and potential upside catalysts. The team dislikes crowded trades and binary outcomes with heavy downsides, and avoids the 'home run' mentality.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2024 0.1 0.6 0.7 0.4 0.8 0.7 0.5 0.1 0.1 0.1 0.2 0.6 0.1
2023 0.7 0.4 0.3 0.0 0.9 0.3 0.3 0.7 0.0 0.5 0.6 0.2 0.3

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