Reservoir Event Driven Credit Fund
Objective
The Reservoir Event Driven Credit Fund is sub-advised by BlueBay Asset Management. The AUD feeder fund is a fully hedged, monthly apps, quarterly redemption. Shorts are a risk mitigation tool vs Alpha generating. The Fund provides the investor access to BlueBay’s impressive 14-year track record of their best ideas in the stressed, distressed, opportunistic liquid developed market universe.
People and Investment Philosophy
The 6-person Event Driven Credit team also manage BlueBay’s Developed Market Special Situations (DMSF) strategy. The DMSF is BlueBay’s Illiquid expression of their best ideas in the small and mid-market stressed and distressed developed markets universe. The team's access, knowledge and expertise across the entire universe, in combination with the BlueBay’s firm wide infrastructure, makes this team one of the most highly regarded in the space with a track record and list of LP’s reflecting that.
Research Rating
SQM Research concludes the Fund has a moderate potential to outperform over the medium-to-long term. Past performance has tended to be reasonable. Management is experienced and displays investment-grade quality. There are no corporate governance concerns, or they are of a minor nature.
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
