Our fund partners in live webinars
ChampionsCall
Exciting investment concepts briefly introduced
You are also welcome to take a look at the recorings of the last webinars.
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ChampionsCall:
Pella Funds Management
The factors growth and valuation – a promising combination
For the last few years, the hype around the factor growth and the favourable interest rate environment drove the market up. Rising inflation and tighter monetary policy then caused the markets to topple, with many hyped-up stocks losing a lot of their value.
In this ChampionsCall, Jordan Cvetanovski, CIO of Pella Funds Management, explains how his global equity strategy successfully navigates through different market environments. By focusing on the factors growth and valuation, Pella’s strategy could minimise the major risks of overvalued stocks to the portfolio while providing a path through the current high inflation.
Interested in this fund concept?
Contact our Fund Distribution Team:
T +49 69 71043 2712
VE.Fund-Distribution@universal-investment.com
ChampionsCall:
Mandatum Asset Management
Senior Secured Loans – an attractive asset class
Senior secured loans, which are floating-rate loans to corporates, offer an attractive risk-return profile in the current market environment. Amid rising interest rates, the asset class is increasingly catching the attention of institutional investors.
Ilkka Lampio, portfolio manager at Mandatum Asset Management discuss in this ChampionsCall the appeal of this asset class, including their typically strong downside protection against interest rate hikes. He also present the UI – Mandatum AM Senior Secured Loan Fund (ISIN: LU2459065012) which invests in European and Nordic loans according to strict ESG criteria and is classified as an Article 9 fund under SFDR.
Interested in this fund concept?
Contact our Fund Distribution Team:
T +49 69 71043 2712
VE.Fund-Distribution@universal-investment.com
ChampionsCall:
Aktia
Bright outlook for a new impact fund on the fixed-income side
ESG continues to be a leading topic of increasing relevance. Jonne Sandström, Portfolio Manager at Aktia, presents the new UI-Aktia Sustainable Corporate Bond Fund (ISIN: LU2459309501), which invests in sustainable corporate bonds under its SFDR Article 9 classification. This unique impact fund focuses on bonds that finance sustainable projects which aim to make a positive ESG contribution.
In this ChampionsCall, Jonne Sandström also discusses both past and future trends in green bonds.
Interested in this fund concept?
Contact our Fund Distribution Team:
T +49 69 71043 2712
VE.Fund-Distribution@universal-investment.com
ChampionsCall:
Montrusco Bolton
Navigating style impact through shifting environments
With rapid shifts in market forecasts, equity investment styles have produced exceptional impacts on excess return. In this ChampionsCall Jean David Meloche, Head of Global Equities and Robert Hiscock, Assistant Portfolio Manager, EAFE Equities, both Montrusco Bolton, will explain how alpha generation in the top decile has been maintained through COVID-fueled drops and rebounds in reflationary environments.
As portfolio manager of the UI I Montrusco Bolton Global Equity Fund I A, they will demonstrate how the team have successfully navigated these changes through the benefits of a high active share, a process that captures a strong selection effect and a proactive risk management framework.
Interested in this fund concept?
Contact our Fund Distribution Team:
T +49 69 71043 2712
VE.Fund-Distribution@universal-investment.com
