Lingohr & Partner renames global select fund

The independent asset manager Lingohr & Partner Asset Management is expanding with a small-cap strategy using the existing cover of Lingohr global select and will be renamed to Lingohr global small cap.

The global portfolio of undervalued small to mid-sized companies seeks to achieve above-average long-term value growth. As a sub-fund of the Lingohr Sicav, the Lingohr global small cap is available to both institutional and retail investors.

The small-cap investable universe comprises about 7,000 individual stocks, almost twice as large as the large-cap segment. It also identifies and selects undervalued stocks using the disciplined, self-developed Chicco investment process.

After intensive research, this process has been adapted over the past 18 months, especially for the small-cap sector. A computerised screening process selects the individual securities on the basis of relevant, fundamental data. To accommodate the relatively large number of shares, the entire process is highly systematic. A portfolio management team validates the investment proposals of the computer by performing plausibility checks and verifying the data fundamental.

The final purchase list will then include approximately 300 shares, which will be released for the portfolio construction of the Lingohr global small cap fund. An equal weighting of the individual securities offers investors a broad systematic diversification and avoids lump risks.

Ridhima Sharma
Ridhima Sharma speaks German and is DACH Correspondent for InvestmentEurope. She has more than 8 years of experience in the media industry. Before joining us, she was working in India and covering automotive and lifestyle sectors. Over the years many of her stories have been published in various magazines across India.

Read more from Ridhima Sharma

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