Setanta Asset Management Regional Equity funds follow a bottom-up investment process aiming to invest in regional companies that are trading below our estimate of their true worth.
The Irish Equity Fund is an actively managed mandate that will typically be invested in c. 10-20 stocks. Consistent with all Setanta funds, the Fund adheres to a fundamental value approach. Our process is akin to assessing a part ownership of a business rather than trading a security. By value, we mean we strive to buy stocks below our assessment of their worth, taking into account risks and scenarios.
The German Equity Fund is an actively managed equity portfolio, which holds c. 20-30 stocks with an investment horizon of approximately 5 years. Our aim is to invest in German companies that are trading below our estimate of intrinsic value. Our investment process focuses on four elements, where we seek to invest in companies that have a low price versus our estimate of value; high returns on owners' capital; favourable long term economics and shareholder orientated management.
The European Equity Fund is an actively managed equity portfolio with a long term investment horizon. Our aim is to invest in European companies that are trading below their intrinsic value. Our investment process seeks to invest in companies that exhibit a combination of low financial risk, low operational risk and low valuation risk.
The EAFE Equity Fund is an actively managed equity portfolio with a long term investment horizon. Our aim is to invest in EAFE (Europe, Asia and Far East) companies that are trading below their intrinsic value. Our investment process seeks to invest in companies that exhibit a combination of low financial risk, low operational risk and low valuation risk.
