Scout
Investments, Inc. (Scout) recently launched a UCITS fund umbrella
structure to further expand distribution of its strategies to non-U.S.
investors.
Our UCITS Fund will mirror Scout’s Unconstrained Bond Strategy and is
currently registered in Luxembourg and Singapore, with plans to expand
distribution into additional countries.
The Strategy is managed by lead portfolio manager Mark Egan and a
seasoned team of fixed income investment professionals, including Tom
Fink, Todd Thompson and Steve Vincent. The team has managed
unconstrained fixed income accounts for more than 16 years and was among
the first in the industry to do so.
“The cross-border distribution of Scout’s Unconstrained Bond Strategy
allows us to offer non-U.S. investors a fixed income portfolio
diversifier with a proven track record,” said Andy Iseman, chief
executive officer of Scout Investments. “We plan to offer additional
funds via the UCITS fund umbrella structure to continue to expand our
global footprint.”
The objective of the strategy is to maximize total return consistent
with the preservation of capital. Scout’s Unconstrained Bond Strategy
seeks to maximize total return by systematically identifying and
evaluating relative value opportunities throughout all sectors of the
fixed income market.
The team may use derivative instruments, such as futures, options and
credit default swaps, to manage risk and gain exposure. Given its
objective, the strategy is not managed against a benchmark.
A UCITS (Undertakings for Collective Investment in Transferable
Securities) is an investment vehicle that enables fund managers to
distribute their products to non-U.S. investors.
For more information about Scout and the portfolio management team,
visit scoutinv.com.
About Scout Investments
Scout Investments, Inc., a global asset manager headquartered in
Kansas City, Mo., manages more than $32 billion in equity and fixed
income investment strategies for institutions and individual investors.
Scout is the investment subsidiary of UMB Financial Corporation (NASDAQ:
UMBF). Please visit scoutinv.com
for more information on our firm and our products.
SCOUT, SCOUT INVESTMENTS, the Scout design and the Ribbon design –
Reg. U.S. Tm. Off.
NOT FDIC INSURED – NO BANK GUARANTEE – MAY LOSE VALUE
This message is for informational purposes only and this does not
constitute an offer to purchase or subscribe for any investment,
financial instrument or service in any jurisdiction where such a
solicitation of an offer is unlawful. The Fund is only available for
investment by non-U.S. persons who are not residents of the United
States. The Fund is not offered for sale or sold in the United States,
its territories or possessions. Investors should carefully read the
prospectus, more specifically its section on risk factors, the Key
Investor Information Document (“KIID”) and all other relevant
documentation before investing in the Fund. This Fund and Lemanik Asset
Management S.A. are authorized in Luxembourg and regulated by the
Commission de Surveillance du Secteur Financier.
Copyright Business Wire 2014