AllNews : DISRUPTION IN CONVERTIBLES AT ELLIPSIS AM
On Friday 7 July, the AllNews website published a specialised article on our disruptive-themed fund : Ellipsis Disurption Convertible Fund.
This article includes :
- Management targets
- The main characteristics
- A word from our managers
Extract:
"'We invest in companies where we believe that the potential for revenue and earnings growth is higher than all the companies in their respective sectors. As of June 30, 2023, the average annual growth in expected sales of the portfolio’s underlying assets is 25% for the 2023-2025 period compared to 4% for the S&P 500 and 8% for the Nasdaq». »
"The disruption theme is secular, we also supplement our selection with our financial and non-financial filters, aimed at regulating the risk specific to this type of selection. Ellipsis Disruption Convertible Fund integrates all the know-how of Ellipsis AM in the convertible market for nearly 20 years.»
For more information on the fund: