Coeli Global Opportunities
Coeli Global Opportunities is a concentrated global equity fund with a long/short strategy. The fund has an equity exposure of between 0-150% and primarily derives its long ideas from the funds Coeli Global Select and Coeli Global Small Cap Select, but deviations may occur. The fund primarily uses index futures or similar ETFs to alternate its equity exposure. The fund also uses selective call and put options on indices.
- Concentrated portfolio of around 15 stocks.
- Primarily a compilation of the best ideas from Coeli Global Select and Coeli Global Small Cap Select.
- Actively managed with a combination of “Champions” and “Special Situations”.
- A “Champion” is a market leader in its industry with high profitability and good growth.
- A “Special Situation” is a company that the market doubts but which we determine are on the cusp of positive change.
- ESG focused and light green fund (article 8 according to SFDR) that actively selects companies with an investable ESG profile. The portfolio managers actively work to positively impact their investments on sustainability through active discussions with management.
- Does not invest in companies which produce alcohol, fossil fuels, tobacco, gambling, or military equipment (> than 5% of revenues).
Fund Overview
Inception Date
2022-06-01
Portfolio Managers
Chris Wright and Andreas Brock
Investment universe
Global equity fund with fundamental focus
Minimum investment
(I EUR) = 1 000 000 EUR
(R EUR) = None
Investment management fee
(I EUR) = 0.3% p.a + 20% Performance fee
(R EUR) = 0.5% p.a + 20% Performance fee
Subscription/redemption fee
None
AIF
Yes
Swing factor
Not applicable
Risk & Reward Profile
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Portfolio Managers
Christopher Wright
Portfolio Manager
Andreas Brock
Portfolio Manager