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.