Strategies

GLOBAL LONG/SHORT CREDIT GLOBAL EQUITY SHORT DURATION EM DEBT EUROPEAN EQUITY INTERNATIONAL EQUITY LONG DURATION EM DEBT EUROPEAN SMALL CAP EQUITY US SMALL CAP EQUITY

ASSETS UNDER
MANAGEMENT

Portfolio as of JANUARY 31, 2024 ($)

Global Long/Short Credit

Short Duration High Yield

Global Equity

Short Duration EM Debt

European Equity

International Equity

Long Duration EM Debt

European Small Cap Equity

US Small Cap Equity

Global Stressed Credit

4.03Bn

Firm AUM

CAPACITY IS ACTIVELY EVALUATED TO MAINTAIN EXCESS RETURN GENERATING OPPORTUNITIES

At a certain point, we believe excess return generation and assets under management become inversely related; as the latter grows, it begins to diminish the investable universe.

EQUITIES STRATEGIES

We believe managing concentrated portfolios is necessary in order to increase the probability of relative outperformance.

Higher assets under management limit the ability to invest in concentrated portfolios and reduce the likelihood of producing excess returns.

CREDIT STRATEGIES

Lower credit quality bonds offer higher expected excess returns.

Higher levels of assets limit our ability to effectively execute on less liquid credit strategies.

For information on Aperture Funds (40 Act), please click here.

Please select your region:

United States

United Kingdom

Switzerland

European Union

Rest of the World

By continuing to access this website, you agree to the following:

Access to the information contained in this website may be restricted by laws and regulations applicable to the jurisdiction of the user. All users must ensure that their use of this information and any investment decision taken as a result does not contravene any such restrictions. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.
Aperture Investors UK, Ltd is not authorised to actively market products and services within EU27. Information on products can be found at www.generali-investments.lu and for any sales enquiries, please contact Generali Investment Partners at GI-Marketing@generali-invest.com.