Estim. NAV1, as of 29.04.2016

 
  • Gutzwiller TWO
  • Gutzwiller TWO
 

Literature

 

Investment Team

 

Fund Manager
E. Gutzwiller & Cie, Banquiers
Stéphane Gutzwiller
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Fund Advisor,
E. Gutzwiller & Cie, Banquiers
François Gutzwiller
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Information

 

ISIN (USD) CH0013139156

ISIN (CHF) CH0021818379

Subscription 2
Quarterly / Monthly (upon request)

Redemption 3
Quarterly, no fee
Monthly, 4% fee

First minimum investment
USD 10'000
CHF 10'000

Accumulation

Audit
Ernst & Young AG, Basel

*Excluding Potential Subscription Fees

 

Gutzwiller TWO (USD) - Event Driven Fund of Hedge Funds


Investment Objective

The fundamental investment objective of the fund is to provide significant long-term capital appreciation by investing in event-driven hedge funds.

As Performance of the underlying hedge funds depends on the realization of a specific event, Gutzwiller TWO seeks performance with a low correlation to the stock indices.

 

Track record

 
 

Investment Strategies

To achieve the fund's investment objectives, the team actively combines Merger Arbitrage, Distressed Securities, and Special Situations.

Gutzwiller TWO, as fund of funds offers access to selected funds in each class, including funds that are not available to the common investors and is offering more than 20 years experience in event-driven space.

The investment policy pursues the principle of risk diversification and aims to achieve a long term out performance in comparison to the "US Treasury Notes and bonds 0-1Year" combined with the S&P 500 Index.

Fund Features

- Event driven technique is fairly conservative
- Not at market risk but realization of a specific event
- Access to selected fund manager in each class
- Low volatility
- Low leverage
- Long track record
- Manager has a solid arbitrage experience