Our Atlantic-LBV Long Only Equities certificate has turned 2 years in March. Since inception the certificate has generated a return of 59.7% as of the end of March.
The certificate has a concentrated portfolio of some 20-25 positions picked from the top long ideas of our LBV Primus Fund. Despite its focus on small/midcap names, the portfolio also invests in a few large caps which the investment team believes will outperform the market.
Detailed product information and legal disclosures may be found under www.lbvam.com/products