European Growth and Income strategy

Investment Objective

European Growth and Income strategy launched in June 2020 on the Oyster UCITS platform. Aiming to deliver balance between steady income and long term capital growth, applying Zadig’s bottom up, fundamental research based stock-picking approach to Equities and Credit instruments

Why Invest in European Growth and Income?

• Concentrated around Zadig’s best ideas among European Equities and Credit
• Aiming to deliver balance between steady income and long term capital growth
• Two performance drivers 
  1 – Income, via both corporate debt and equity investments, with a free cash flow approach 
  2 – Capital growth, via equity investments, with return-on-investment based approach
• Strategy available on Oyster UCITS platform or managed accounts
• Diversification of themes and sectors
• Low exposure to traditional styles: mix of Growth and Value with a Growth bias
• Target to generate a rising fund payout that reflects the portfolio’s free cash flow generation

Portfolio Characteristics

• Market Caps: Small to Large
• Cash level < 10%
• Number of investments: 25/35
• Typical split: Equities 75% / Credit 25%