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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.

When accessing any information or material made available on this website you accept and agree to comply with the terms and conditions as set out below.

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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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Institutional Investors & Consultants – United Kingdom

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Risk Warning

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 European Selection Equity Fund - Lofoten Asset Management

Lofoten European Selection Equity Fund

The fund was launched in January 2019 by Lofoten in conjunction with Montlake Capital. The fund aims to select true compounders mostly in the European equity space that will generate attractive returns over the long-term. The investment approach utilised is a fundamental, bottom-up stock picking process with a strong focus on the sustainability of each company’s business model.  This strategy operates a true buy and hold philosophy with a preference for non-cyclical growth and low specific macro risk.

On 31 January 2020 the fund changed its name to Lofoten European Selection UCITS Fund, “Lofoten” replacing the previously used “Blenheim”, the Fund’s Directors having decided it was beneficial to align the name more closely with that of the Investment Advisor.

Please see the links below for fund documentation. Note that daily pricing for the Fund is provided by Bloomberg.

Lofoten European Selection UCITS Fund Supplement 31 Janaury 2020

Lofoten Funds UCITS ICAV – Prospectus 31 Janauary 2020

Lofoten European Selection UCITS Fund_EUR_EUR Institutional Class Shares_EN

Lofoten European Selection UCITS Fund_EUR_EUR Institutional Founder Class Shares_EN

Lofoten European Selection UCITS Fund_EUR_EUR RETAIL CLASS_EN

Lofoten European Selection UCITS Fund_GBP_GBP Institutional Class Shares_EN