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Suite 3A, 17-20 Ironmonger Lane
London, EC2V 8EP

+44 (0)20 7495 0315

The Independent UCITS Platform is a Luxembourg domiciled UCITS IV SICAV (Societe d'Investment a Capital Variable) regulated by the CSSF (Luxembourg's financial regulator).

The Platform provides a relatively straightforward and cost effective solution for boutique managers seeking to launch UCITS funds under their own brand names, without undergoing the time and expense of creating a new SICAV.

Managers are able to launch sub-funds quickly and economically, with their own branding and distribution arrangements, and then concentrate on managing their assets and their business.

News

New York based JMC Asset Management to launch a long-only UCITS fund investing in US equities

Radosveta Karpuzova

JMC Asset Management (“JMCAM”), a New York based investment management firm, is launching a new UCITS fund, the JMCAM US Equity Fund (the “Fund”). The Fund will replicate JMCAM’s existing long-only US equity strategy, which uses the Russell 3000 total return index as benchmark. The strategy invests primarily in a portfolio of mid and large capitalisation stocks and is based on JMCAM’s unique approach to stock selection.

 JMCAM’s investment philosophy emphasizes a novel approach to researching money managers for the construction of a diversified portfolio. This design uses a bottom-up manager selection process, focusing on stock-pickers that demonstrate consistent added value in specific sectors, coupled with thorough and disciplined risk management to monitor and control underlying exposures.

 Incorporated in 2012, JMC Asset Management is an SEC-registered investment advisor and an independently operated affiliate of the JMC Family Investment Office. JMCAM provides innovative investment products and tailor-made solutions based on the selection and allocation of quality and experienced equity managers. JMCAM also provides advisory services to institutional clients, providing analysis and due diligence of US-based money managers.

 JMCAM’s principals have 10 years on average of industry experience, with knowledge in all aspects of the business from the analysis of investment strategies to the creation and management of customized portfolios.”