Perinvest (Lux) SICAV – Harbour US Equity

  • Fund:

The objective of the Fund is to generate the highest level of return, assuming above average risk levels during periods of favourable market conditions. During periods of uncertain market conditions, the Fund seeks to preserve capital. The Fund will attempt to realise this investment objective generally through investments in a varied portfolio of common US companies. The Fund normally emphasizes small and mid-cap stocks. In addition, the Fund may invest in preferred stocks and derivative securities. Skylands Capital have managed similar strategy US Equity Funds with a successful 27 year track record. Please note that the December 2010 performance shown in the table and graph below is calculated from the launch date of December 8th 2010 whereas the indices performance is shown in the graph from December 1st 2010. The Fund seeks to produce an attractive absolute and relative return over time by employing the following strategy:

  • Investing primarily in U.S. common stocks
  • Performing extensive due diligence on the majority of portfolio holdings,  including on-site meetings with management
  • Evaluating companies based on growth prospects, valuation, sustainable competitive advantages, balance sheet strength and management assessment
  • Trading around core holdings by adjusting position sizes based on recent price fluctuations
  • Raising cash to protect capital when market conditions are unfavorable
  • Focusing the investments in liquid securities that have market quotes
  • Investing in fixed income securities from time to time

In addition to the foregoing, the Fund has the flexibility to invest in non-U.S. securities and  use options and/or futures contracts.


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