Ambienta X Alpha Fund
Ambienta X Alpha Fund employs a long/short equity strategy to generate attractive risk-adjusted absolute returns by investing primarily in environmentally sustainable investments.
X Alpha combines Ambienta’s decade-long experience in environmental sustainability investing, in both private equity markets and as advisor of major European asset managers, with a team of top-tier professionals with a consolidated experience in managing alpha-generating absolute return strategies.
The fund is an Irish domiciled UCITS and was launched in May 2020.
The fund is Managed by Ambienta X’s CIO, Fabio Pecce, supported by the analysts Andrew Benson and Francesco Cavallo, and the Head of Analytics Joel Bird. The team leverages Ambienta’s Sustainability & Strategy team decade-long experience with the theme.
The fund focuses on European and US companies with market cap above $1 billion, which either leverage a sustainability-driven competitive advantage at attractive valuations (longs), or which are disrupted by sustainability trends (shorts).
Risk management strategy
The fund has put in place a sophisticated risk management approach. It seeks idiosynchratic (stock-specific) exposure while managing factor or style tilts, and has established a strong trading discipline and use of hedging overlays to reduce tail risks.
As at November 25, 2022 – Fund Inception date: May 5, 2020
Class F (EUR) Accumulation
Class F (EUR) Distribution
Class F2 (EUR) Accumulation
Class H (EUR) Accumulation
Class H (EUR) Distribution
Class H2 (EUR) Accumulation
Class H (GBP) Hedged Accumulation
Class H (USD) Hedged Accumulation
Class M (EUR) Accumulation
Class M (EUR) Distribution
Class M (GBP) Accumulation
Class M0 (EUR) Accumulation
Class R (EUR) Accumulation
Class T (GBP) Hedged Accumulation
Class U (EUR) Accumulation
Class U2 (CHF) Hedged Accumulation
Class U2 (USD) Hedged Accumulation
In seeking to identify environmentally sustainable investments, we employ a proprietary model which combines the analysis of sustainability trends with company specific fundamental analysis.