Fundamental, discretionary and high conviction approach
The privately-held company mainly serves institutional clients in North America, Europe and Asia.
Stock selection is the key factor in generating alpha, with portfolios positioned neutrally to the benchmark in terms of sector and regional weighting. In addition to a company’s quality and growth prospects, the identification of valuation errors, inflection points and catalysts are focal points in the stock selection process.
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Between investor discourse & investor romanticism
On a golden autumn day, we sailed across the Elbe with Montrusco Bolton and industry experts - exploring markets, the Elbe and today's meaning of active investing. In an exchange on stock valuations, compounding and technological dominance, Montrusco explained how to distinguish between 'expensive but justified' and 'expensive without foundation', and why now is the time for active investors. -
ChampionsCall with Montrusco Bolton
The U.S. stock and global market rally continues to be driven by the Big Tech stocks, with the ‘Magnificent Seven’ playing a key role in the performance of major indices. A challenging environment for active stock pickers. Montrusco Bolton will review this year’s market dynamics and share insights on how the strategies have navigated this tech-driven environment.
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Disclaimer: UI I - Montrusco Bolton Gl. Eq. Fund - EUR IX A (LU2361251064)
This is a marketing advertisement. Please read the UCITS' prospectus UI I of the UI I - Montrusco Bolton Gl. Eq. Fund - EUR IX A (the "Investment Fund") and the key information document (the "PRIIPs-KID") before making a final investment decision.2023.2025 All rights reserved. This publication is for marketing purposes only. The information provided is not intended as a recommendation or advice. All information is based on publicly available sources that we believe to be reliable. We cannot guarantee the accuracy or completeness of the information and no statement in this publication should be construed as such a guarantee. The opinions expressed in this publication are subject to change without notice. Past performance information is not indicative of or a guarantee of future performance. The sole basis for the acquisition of units is the fund documentation of the respective investment fund, consisting of the sales prospectus, the annual report and/or the semi-annual report and the PRIIPS-KID. These documents can be accessed free of charge in German or English if applicable at https://fondsfinder.universal-investment.com/ under the relevant fund. A summary of your investor rights in English can be found at https://www.universal-investment.com/-/media/Compliance/PDF/Luxembourg-English/Complaint-Handling-Policy_UIL_EN_02-2022.pdf .
The information presented in this publication is for your information only, is subject to change and does not constitute investment advice, legal and/or tax advice or any other recommendation. The statements contained in this document reflect the current views of Universal-Investment-Luxembourg S.A. ("UIL"), which are subject to change at any time without notice. All statements in this overview have been made with care in accordance with the state of knowledge at the time of the preparation of the marketing document. However, no responsibility or liability can be accepted for its accuracy or completeness
In addition, please note that in the case of funds for which UIL, as management company, has made arrangements for the distribution of the fund's units in EU Member States, UIL may decide to cancel such arrangements in accordance with Directive 2009/65/EC and Art. 32a of Directive 2011/61/EU. In this context, the Management Company may make a lump sum offer to repurchase or redeem all corresponding units held by investors in the relevant Member State.
An investment in a Fund is a risky investment and investors in the Fund may suffer a loss in value up to an amount equivalent to a total loss of the entire capital invested in the Shares in the Fund. Accordingly, potential investors should have adequate and sufficient liquidity to economically bear a total loss of their investment in the Fund.
When deciding to invest in the advertised fund, the investor should also take into account the sustainability aspects regarding the characteristics or objectives of the advertised fund as set out in the prospectus.
Further information on the sustainability aspects of the fund can be found in the web document, the sales prospectus and the pre-contractual product information. This can be found at: https://fondsfinder.universal-investment.com/en/DE/Funds/LU2361251064/downloads.
Disclaimer: UI I - Montrusco Bolton US Equity Fund - EUR IX A (LU2606334733)
This is a marketing advertisement. Please read the UCITS' prospectus UI I of the UI I - Montrusco Bolton US Equity Fund - EUR IX A (the "Investment Fund") and the key information document (the "PRIIPs-KID") before making a final investment decision.2025. All rights reserved. This publication is for marketing purposes only. The information provided is not intended as a recommendation or advice. All information is based on publicly available sources that we believe to be reliable. We cannot guarantee the accuracy or completeness of the information and no statement in this publication should be construed as such a guarantee. The opinions expressed in this publication are subject to change without notice. Past performance information is not indicative of or a guarantee of future performance. The sole basis for the acquisition of units is the fund documentation of the respective investment fund, consisting of the sales prospectus, the annual report and/or the semi-annual report and the PRIIPS-KID. These documents can be accessed free of charge in German or English if applicable at https://fondsfinder.universal-investment.com/ under the relevant fund. A summary of your investor rights in English can be found at https://www.universal-investment.com/-/media/Compliance/PDF/Luxembourg-English/Complaint-Handling-Policy_UIL_EN_02-2022.pdf.
The information presented in this publication is for your information only, is subject to change and does not constitute investment advice, legal and/or tax advice or any other recommendation. The statements contained in this document reflect the current views of Universal-Investment-Luxembourg S.A. ("UIL"), which are subject to change at any time without notice. All statements in this overview have been made with care in accordance with the state of knowledge at the time of the preparation of the marketing document. However, no responsibility or liability can be accepted for its accuracy or completeness
In addition, please note that in the case of funds for which UIL, as management company, has made arrangements for the distribution of the fund's units in EU Member States, UIL may decide to cancel such arrangements in accordance with Directive 2009/65/EC and Art. 32a of Directive 2011/61/EU. In this context, the Management Company may make a lump sum offer to repurchase or redeem all corresponding units held by investors in the relevant Member State.
An investment in a Fund is a risky investment and investors in the Fund may suffer a loss in value up to an amount equivalent to a total loss of the entire capital invested in the Shares in the Fund. Accordingly, potential investors should have adequate and sufficient liquidity to economically bear a total loss of their investment in the Fund.
When deciding to invest in the advertised fund, the investor should also take into account the sustainability aspects regarding the characteristics or objectives of the advertised fund as set out in the prospectus.
Further information on the sustainability aspects of the fund can be found in the web document, the sales prospectus and the pre-contractual product information. This can be found at: https://fondsfinder.universal-investment.com/en/LU/Funds/LU2606334733/downloads.