Islandbridge Opportunities Fund

What is the Fund?

∞  The Fund allows you to access the research team’s best ideas with one investment.

∞  Separately, investors may also access our high conviction co-investment deals.


How is the Fund constructed?

There are two key strategies in the Fund:

       ∞  “Fundamental Value”

             We buy great companies at fair prices and ideally hold them for many years.

       ∞  “Event Driven”

             We typically take a shorter-term view on specific situations or mispricing opportunities and may invest outside of equities.


How is it different?

∞  The Fund is global, but typically retains significant exposure to the opportunity rich and under-researched UK small & mid cap companies.

∞  Our experienced team has a rigorous, fundamental research process with a clear methodology.

∞  They are also disciplined and process-driven approach to risk.

∞  Our Portfolio Manager’s interests are aligned with yours via his significant investment in the fund.


 

Absolute Return
Strong performance
Since inception

Event Driven
Outperformance vs
HFRX Index

Holdings
Bought-out or
subject to M&A

Activist Approach
Concentrated &
Constructive

Sample Recent Fund Holdings


MAB-Digital-logo

Islandbridge supported the IPO of this UK mortgage advisory business in 2015.  By the time of announcing its 2016 full year results, the investment had returned net +95%.


1200px-Gamesa.svg

Islandbridge has been involved with this investment since one of its families acquired a stake in 2013.  The company had returned 2.9x multiple before its merger with Siemens Wind in April 2017.


McColls_Retail_Group_Logo

Immediately after the UK Referendum, Islandbridge provided equity finance to this UK convenience retailer in the acquisition of a 298 store estate from the Co-Op.  The investment returned a 1.5x multiple by the time of announcing its 2016 full year results.


SiSSmallLogo

The Fund holds over 3% of the equity in this global manufacturer of sports performance supplements.  Islandbridge provided funding for its November 2015 capital raise, and by the time its 2016 full year results were released, its value had since increased by +41%.


summit

Islandbridge became an investor in this German listed real estate group in January 2015 during its €120m share placing to acquire portfolios of German office real estate.  A combination of a strong yield and capital revaluation has driven a +44% return on investment up until full year results in 2016.


Please click here to get in touch and sign up to receive our Monthly Fund FactSheet