Otus Smaller Companies UCITS Fund

Fund Info Research Peers ESG

Overview

Investment Objective

Launched in January 2015, the Otus Smaller Companies UCITS Fund is a European equity long/short fund targeting risk-adjusted absolute returns investing in European small and mid-cap companies. Fundamental stock picking based on extensive proprietary research is combined with a top down risk management process and a 1-3 year investment time horizon for long positions. The strategy overall manages EUR 370m and has been running live at Otus since 2004.

Performance

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