Finlabo is a Luxemburg Ucit IV Sicav, offering a set of long short equity funds focused on different geographic areas. Its flagship fund, Finlabo Dynamic Equity, has been one of the best performing fund in the European Long/short Equity category since its inception in 2006.
The key success factor of our firm is the technological platform that we’ve built in more than 10 years of research in financial markets, that allows us to consistently achieve positive results, through a highly active portfolio management and a non-discretional quantitative approach.
Our investment strategy is supported by an extensive level of analysis and research and by a strong risk management framework. The stock selection is supported by a proprietary stock picking model that evaluates about 2,000 stocks daily based on fundamental and technical variables such as valuation multiples, earning momentum, price momentum, etc.
Typically, we go long on stocks that are fundamentally undervalued which we believe will bring a positive momentum in terms of price. At the same time, we dynamically hedge the equity portfolio through futures and options. The net exposure of the fund varies depending on the signals of our trend following model, so the fund is net long during bullish trends while maintains a low level of net exposure during bear markets.
This approach has allowed us to generate an average annual return of 6.5% in almost 10 years of activity, outperforming both equity market and hedge funds indices by a very large amount, while maintaining a much lower volatility.
In terms of clients, we are mainly targeting institutional investors who are willing to improve the risk/reward ratio of their portfolio by investing in alpha generating funds. Currently, our customer portfolio covers banks, foundations, asset management firms, pension funds and family offices, with activities in UK, Italy, Luxembourg, Switzerland and other European locations.
Looking towards 2016 and beyond, we are very optimistic about the future of our business. An increasing part of our assets under management comes from international clients and we are planning to expand our international presence by appointing distribution partners in the most important European investment centers. On the whole, we believe the post-crisis period is bringing interesting opportunities for the European equity markets and we want to exploit the “new normal” scenario by providing a constant source of alpha to our clients.
Company: Finlabo Sicav
Contact Name: Paolo Lo Grillo (Finlabo SICAV), Alessandro Guzzini (Finlabo SIM)
Web Address: www.finlabosicav.com , www.finlabo.com
Address Finlabo Sicav: 42, Rue de la Vallée, L-2661 Luxembourg R.C.S.
Luxembourg: B 110 332
Telephone: 352 27 726 100
Addess Finlabo SIM: Corso Persiani, 45. 62019. Recanati. (MC). Italy.
Telephone: 39 071 7575053