equity: LBRTY® strategy
History has shown that in the long-run, investors in companies that are exposed to oppressive regimes will bear an increased unrewarded risk: they will be exposed to the consequences of wars, lack of rules of law, state induced expropriations, social unrest, waste and corruption. In the long run, they will underperform.
TOBAM believes that the investment risk linked to authoritarian regimes needs to be addressed. That’s why we developed an original way to efficiently identify and manage it.
TOBAM LBRTY® equity strategy is unique because it acts on two levels:
- Country: excluding countries lacking basic civil liberties and democratic rights, AND
- Stock: within eligible countries, favoring stocks lowly exposed to authoritarian countries
Country level exclusion is typical in a portfolio constructed solely based on “Exclusion”. TOBAM’s more comprehensive approach, incorporating stock level analysis, makes up for most of a global portfolio’s exposure to these risks.
TOBAM’s LBRTY® strategy is equity long-only, SFDR article 9 and available across different investment universes: ACWI, ACWI ex-US and Emerging Markets.
Find out more below:
100% Equity
SFDR Article 9
WORLD / WORLD ex-US / EM
Investment philosophy
PERFORMANCE AT
GROSS PERFORMANCE | VOLATILITY | 1-YEAR |
3-YEAR | ||
5-YEAR | ||
ITD (Inception to Date) |
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PROSPECTUS :
PRIIPs KID :
ANNUAL REPORT :
UK REPORTING :
Q&A FACILITIES – INVESTORS RIGHT :
SFDR WEBSITE DISCLOSURE :
SFDR PRE-CONTRACTUAL DISCLOSURE :
MONTHLY PERFORMANCE SCENARIOS :
PAST PERFORMANCE DOCUMENTS :
STATEMENT ON PRINCIPAL ADVERSE IMPACTS :
UCITS KIIDs :
Investment philosophy
PERFORMANCE AT
GROSS PERFORMANCE | VOLATILITY | 1-YEAR |
3-YEAR | ||
5-YEAR | ||
ITD (Inception to Date) |