Building on more than 10 years’ of experience in M&A equity strategies, Edmond de Rothschild Asset Management is launching Edmond de Rothschild Fund UK Synergy, a concentrated UK equity fund.
The UK has consistently underperformed the rest of Europe since 2012 and as a result now offers attractively valued companies, especially as growth is accelerating. The UK grew 2.9% in 2014 (unseating France as the world's 5th largest economy power) and posted growth of 2.2% in 20151. The country still offers genuine investment opportunities even if worries over a possible Brexit could make the market volatile up to the referendum on June 23.
A bumper 2015 saw global M&A deals hit a record high of USD 4,600bn2, primarily due to a 54% rise in mega deals. The UK is Europe's most active market and offers numerous opportunities thanks to:
- Lower regulatory constraints than in continental Europe
- More open shareholding structures
- Strong corporate governance which protects minority shareholder interests
Edmond de Rothschild Asset Management is launching Edmond de Rothschild Fund UK Synergy to benefit from today's favourable environment for UK stocks and capitalise on our long experience in special situation strategies.
The fund managers deploy strategies which capitalises on key corporate events like takeovers and restructuring, helping the fund seeks to benefit from several sources of performance throughout an economic cycle: - Mergers & Acquisitions where the objective is to capture increases in the target's share price and the premium offered by the bidder- Restructuring and transformation situations where the objective is to select companies undergoing a restructuring or transformation to unlock shareholder value
Upside on the UK’s dynamic M&A market provides our strategy with numerous opportunities
Lead managerCo-Head of European Equity Management
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