Millennials is a themed equity fund from the Sicav constituted under Luxembourg law, Kairos International Sicav, seeking to offer medium to long-term capital appreciation and outperform the MSCI USA benchmark.
The Fund is denominated in dollars and invests at least 70% of its portfolio in companies listed in the United States which are expected to benefit from the growing importance of consumer the preferences of the Millennials generation (those born between 1980 and 2000).
The management style is active and aims to generate a positive absolute return with a strong competitive advantage: the low correlation of the securities in which it invests.
In-depth analysis and stock-picking are the main performance drivers of the management team, accompanied by the implementation of two strategies to optimise the risk/return ratio and exploit volatility through the use of options.
Themed equity fund
An active management style that combines bottom-up and top-down analysis
Focused on the American stock market: mid- and large-cap companies
To outperform the benchmark market and offer capital appreciation in the medium to long term