Waystone partners with Invenomic to launch its US Equity Long/Short UCITS Fund

      Waystone is pleased to announce the successful launch of the Invenomic US Equity Long/Short UCITS Fund on the Montlake UCITS Platform ICAV. The fund launched on 16 September 2021 with US$35M in AUM with a strong pipeline to grow quickly to US$100M. The fund joins the Waystone Investment Solutions product suite at Waystone Fund Management.

      The Invenomic US Equity Long/Short UCITS Fund, managed by Invenomic Capital Management LP, is a fundamentally driven diversified all cap US equity long/short strategy with a strong value bias.

      Invenomic Capital Management LP was founded in 2015 by Ali Motamed. For over 17 years, Mr.Motamed has developed and managed what has become the Invenomic strategy. The objective of the fund is to achieve long-term capital appreciation. To achieve this, the Invenomic strategy adopts three core principles: 1) investing in fundamentally sound companies 2) disciplined short selling and 3) diversification – an essential risk management tool.

      Ali Motamed, Founder and Portfolio Manager, Invenomic Capital Management commented:

      “We are very pleased to bring our strategy to the European market with the help of Waystone. We have been running our strategy with daily liquidity in the US for over four years now and feel that a UCITS fund available to non-US investors is a crucial next step in the development of our business.  With this launch we can offer our long/short equity strategy to investors all over the world.”

      Kenneth Sim, Global Head of Distribution, Waystone commented:

      ‘’We are excited to be partnering with Invenomic on the launch of its UCITS Fund. Following a decade of clear outperformance of growth over value, we have seen a clear shift in demand from investors looking for value-tilted strategies that can generate absolute returns through alpha. In response to this, the Waystone Investment Solutions team has sourced and partnered with Invenomic Capital Management LP to bring its strong track record and expertise to the European UCITS market, which has come at a time where such value-related strategies are starting to experience their long overdue tailwinds. We feel that the strategy is a compelling investment opportunity for our clients looking to diversify their portfolios. We look forward to building a successful partnership with Invenomic.”

      About Invenomic Capital Management:

      Invenomic was founded in 2015 by Ali Motamed, followed by the launch of the Invenomic Fund in June 2017. Invenomic employs a disciplined, fundamentally driven research process and quantitative analysis to build a diversified portfolio of US focused long and short equity investments. Invenomic leverages the best of quantitative analysis on the front end of their process to source ideas and then apply traditional fundamental analysis. The firm’s philosophy is deeply rooted in the values of hard work and fact-based investing, assessing company valuations and implementing broad portfolio diversification, paramount to its risk management process. Ali Motamed has been successfully employing this approach for over 17 years.

      To learn more about Waystone Investment Solutions please reach out to your usual representative or contact us below.

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      Past performance is not a reliable indicator of future results, prices of investments and the returns from them may fall as well as rise. The funds mentioned above may use higher leverage and financial derivative instruments as part of the investment process and may therefore only be suitable for the more experienced investor. The distribution of this report does not constitute an offer or solicitation. Past performance is not a guide to future performance. The value of investments can fall as well as rise. You should ensure you understand the risk profile of the products or services you plan to purchase. Any investment in the fund should be based on the full details contained in the relevant prospectus which is available from the Montlake website (www.montlakeucits.com). Information given in this document has been obtained from, or based upon, sources believed by us to be reliable and accurate although Waystone does not accept liability for the accuracy of the contents. Waystone does not offer investment advice or make recommendations regarding investments. Waystone Fund Management (IE) Limited, a company regulated by the Central Bank of Ireland, is the Manager of the Montlake UCITS Platform ICAV. The Montlake UCITS Platform ICAV is registered and regulated as an open-ended Irish collective asset-management vehicle with segregated liability between sub-Funds formed in Ireland under the Irish Collective Asset-management Vehicles Act 2015 and authorised by the Central Bank as a UCITS pursuant to the the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2011 (S.I. No. 352 of 2011), as amended, consolidated or substituted from time to time. This notice shall not be construed as an offer of sale in the Fund. This is a marketing document. Waystone may decide to terminate the arrangements made for the marketing of the Fund in accordance with Article 93a of Directive 2009/65/EC of the European Parliament and of the Council of the European Union. To view the Summary of Investor Rights, please visit the following link.

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