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LLB AM multi manager head: three alt Ucits funds to watch

LLB AM multi manager head: three alt Ucits funds to watch

If the US tax reform plan known as ‘A Better Way’ is implemented, economic growth in the country should rise by about one percentage point in the coming years.

This is according to Bernhard Schmitt, head of equities and multi-manager management at Vaduz-based LLB Asset Management.

‘Markets have improved significantly since the US election and volatility has fallen again. This is a striking contrast to the high level of political and economic uncertainty,’ he added.

According to the fund selector, the firm’s Ucits-compliant fund of funds is targeting alternative strategies that work well in the current political environment.

Schmitt is investing in the Deutsche Concept Kaldemorgen, run by Klaus KaldemorgenSebastian Lyon’s Trojan fund; and the Loys Global L/S fund managed by Ufuk Boydak.

‘All three strategies have a unique portfolio management approach combined with a clear risk management focus. With these funds the investor gets as much team capabilities as necessary and as much star input as possible.’

For more views about the favourite multi-strategy funds of international fund selectors visit Citywire Selector here.

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