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DISCLAIMER (U.S.)Last updated 13th March 2018

This website is issued and approved by Lofoten Asset Management Limited (LAM), authorised and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom with registration number 501341. LAM is also a registered investment adviser with the Securities and Exchange Commission of the United States.

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The information on this website is provided to you for informational purposes only. It should not be regarded as an offer or solicitation of an offer to buy or sell any investments or related services that may be referenced on this website.

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Investors should consider carefully all specific risks of the products described in this website carefully prior to making an investment. Some general risks to consider include: Past performance of an investment is not a guide to any future performance; the value of investments and any income generated may go down as well as up and is not guaranteed; changes in exchange rates may have an adverse effect on the value, price or income of investments.
Some funds e.g. investment trusts have the ability to borrow money in order to make further investments. This is known as “gearing” and can improve returns of an investment in rising markets but can reduce returns in falling markets. Shares in investment trusts can fluctuate in accordance with demand and supply and may not reflect the underlying net asset value of the shares. Depending on market conditions, the spread between a purchase and sale price can vary widely.

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With investment, your capital is at risk and the value of an investment and the income from it can go up as well as down, it may be affected by exchange rate variations and you may not get back the amount invested. Past performance is not necessarily a guide to future performance and where past performance is quoted gross then investment management charges as well as transaction charges should be taken into consideration, as these will affect your returns.
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Lofoten Atlantic Equity Fund - Lofoten Asset Management

Lofoten Atlantic Equity Fund LP

At Lofoten Asset Management we focus on European and Global Equity Investments. We have been managing a European strategy since 2010 and a Global strategy since 2014, through UCITS vehicles.

In 2017 we decided to launch the Lofoten Atlantic Equity Fund, LP, which is a Delaware limited partnership.  The investment approach for both strategies is listed below.

Europe Value

A long-only Pan-European equity strategy which aims to generate attractive absolute returns over the long term.  The investment approach utilised is a fundamental, bottom-up stock picking process which is disciplined and benchmark agnostic. We have a strong preference for superior quality business models with a focus on visibility, sustainable margins, recurring revenues, strong free cash flow and high returns on invested capital.

The Fund employs a strict valuation discipline, using a discount to intrinsic value approach. The result of this process is a high conviction portfolio of 25-35 names with a large cap bias.

Our preference for low capital intensity business models results in a structural bias towards consumer, healthcare and IT and general avoidance of high cost of capital sectors such as insurers, utilities and the oil and gas majors.

 

Global Quality

A long-only Global developed equity strategy which aims to generate attractive absolute returns over the long term.  The investment approach utilised is a fundamental, bottom-up stock picking process which is discipline and benchmark agnostic. We seek to identify superior quality business models with a focus on visibility, sustainable margins, recurring revenues, strong free cash flow and high returns on invested capital.

The strategy employs a strict valuation discipline, using a discount to intrinsic value approach. The result of this process is a high conviction portfolio of 25-35 global developed names with a large cap bias.

 

For more information on both strategies please contact us at info@lofotenam.com or call us on +44 20 7952 6630.