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european smaller companies FUND
About
Investment Process
Investment Process
The European Smaller Companies Equity Long/Short UCITS Fund was launched at Landseer in February 2024.
The strategy is focused on developed European Small Caps, including UK.
Variable net and gross exposure but typically 'net long' given the opportunity set.
Investment Process
Investment Process
Investment Process
Strong focus on 3 pillars
1. Management
2. Cashflow
3. Catalysts
Comprehensive due-diligence (over 500 company meetings a year) and in-house modeling.
Fundamental bottom-up research process.
Opportunity Set
Opportunity Set
Opportunity Set
We believe that there is enormous unrecognised discount to fair value in European small and mid-cap equities due to the chronic lack of research covering this part of the market.
We strive to identify and exploit the mismatch between the market's perception, and the reality of these companies.
Experience
Opportunity Set
Opportunity Set
With over 25 years of investment experience, Jamie Carter brings deep expertise to Landseer.
Jamie is one of the most experienced portfolio managers in European and UK small caps, having dedicated nearly his entire career to managing both long/short and long-only strategies.
His extensive market knowledge and proven stock-picking expertise make him an invaluable presence in the small cap investment space.
fund literature
LandseerAM EuropeanSCFundMar25 (pdf)
DownloadPast performance is not a guide to future performance.
Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital.
The Fund invests mainly in North America, movements in exchange rates may result in frequent rises and falls in the Fund's share price. Exchange rate changes may cause the value of investments to go down as well as up
Important Information - For Professional Investors Only
Disclaimer
Landseer Asset Management UK LLP is authorised and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom which can be contacted at 12 Endeavour Square, London E20 1JN. Landseer is registered on the financial services register with firm reference number 951602 Landseer Asset Management (UK) LLP. Strictly Confidential. For professional investors only. Not to be distributed without approval. Past performance is not a guide to future performance. Capital is at risk. The value of investments may fall as well as rise. The material provided is for information purposes only and should not be construed as advice.
Issued by Landseer Asset Management (UK) LLP (“LAM”). LAM (FCA no. 951602)
Subject to regulatory approval, the Landseer Fund will be classified as an Article 8 Fund under the EU Sustainable Finance Disclosure Regulation (SFDR) in Q4 2021. The information provided in the ESG section of this website has been prepared on this basis but no guarantee can be provided that the Fund will be classified as an Article 8 Fund or as to the timelines in respect of the Article 8 classification.The information contained herein (the “Information”) is for the exclusive use of the intended recipient(s) and the accessing, reproducing or distributing of the Information by any other person is unauthorized and may be unlawful. LAM disclaims all liability for any loss or damage resulting from the receipt or use of the Information and does not warrant as to the completeness or accuracy of the Information. The Information does not constitute: (i) a binding legal agreement; (ii) legal, regulatory, tax, accounting, investment or other advice; (iii) an offer, recommendation or solicitation to buy or sell shares in any fund or any security, commodity, financial instrument or derivative linked to, or otherwise included in, a portfolio managed or advised by LAM; or (iv) an offer to enter into any other transaction whatsoever.
Any performance information presented represents past performance. Past performance is no guarantee of future results. LAM (partnership no. OC431777) is a limited liability partnership registered in England and Wales.
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