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Tavira Securities Launches Virtuoso UCITS Fund On Montlake Platform

Tavira Securities has launched its Virtuoso UCITS Fund on the MontLake UCITS Platform. The Virtuoso UCITS Fund seeks to achieve long-term capital growth via a long short approach to equity markets. The fund will look to take long and short positions in equity markets, with a bias to companies that have their principal economic activities in Europe. The fund will though invest globally, including up to 15% in emerging markets, where the opportunity is deemed to be unique or better than those arising in Europe. The fund will combine both qualitative and quantitative analysis, including a strong focus on ESG, to select the underlying long and short positions. The fund is offered with daily liquidity.

The fund will be led and managed by Portfolio Manager Aimone Beretta. Beretta was previously Head of Asset Management and fund manager at Crossinvest SA Lugano and a Partner at Farema Capital. Joining Beretta is Alberto Matuozzo as Senior Analyst / PM. Matuozzo was previously Assistant Fund manager/trader at Farema Capital and an advisor on European research at Gabelli Asset Management. The duo worked together at Farema for 4 years.

Cyril Delamare, CEO of MontLake, said: “We are excited to be working again with the team at Tavira on the launch of their second sub fund on our platform. We think this fund arrives at an interesting time for European equities and is something we are very pleased to offer to our investors.”

Patrick Fietje, CEO of Tavira Securities, added: “We are very excited to be launching our Virtuoso Global Equity with a European Focus L/S UCITS fund into an environment where increased market volatility will allow our experienced investment team to take advantage of securities dislocation while focusing on strong alpha generation using an analytical bottom-up approach with an advanced quantitative overlay and factoring in ESG elements to achieve returns that are uncorrelated to the market."

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