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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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Strategic Global Quality Fund - Lofoten Asset Management

Strategic Global Quality Fund

★★★★★ Morningstar rating:  Category: EAA Fund Global Large-Cap Blend Equity

★★★★★ Morningstar rating:  Category: EAA Fund Global Large-Cap Blend Equity

Lofoten Asset Management is the Investment Adviser to two UCITS funds managed by E.I. Sturdza Strategic Management Limited.

Strategic Global Quality Fund

Launched in December 2014, the long-only Global equity strategy 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 please click here

The fund was awarded a four star rating by Morningstar in January 2018, shortly following the third anniversary of its launch.