Marshall Wace - MW Global

Fund Investment Objectives

The Financials sector represents a particularly fertile environment for the extraction of alpha due to the high level of dispersion in stock performance. The MW Global Financials Emerging Growth Fund seeks to take advantage of this opportunity and provide investors with above average absolute returns primarily through investing and trading in the equities and equity related instruments of global financial companies. The Fund comprises a portfolio of high conviction, concentrated positions focused on capturing structural early cycle growth opportunities in the emerging market Financials space and short term investment opportunities in developed market Financials. A strong portfolio management team is in place which has a critical understanding of the business models of financial companies derived from disciplined fundamental analysis. Their knowledge of the dynamics of the credit cycle and how current developments sit in a historical context represent a distinct edge. The Fund operates within strict risk parameters designed to capture alpha primarily at the stock level but with a full grasp of the interplay of macro and geographic drivers. AUM is not provided. Minimum investment is in EUR.