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Eschler Recovery Fund SP Class B

Eschler Asset Management LLP

Company Overview

Eschler Asset Management LLP is an independent asset management company headquartered in London, UK specializing in equity investing.

Fund Strategy

The core approach is to invest in a concentrated portfolio of emerging or established businesses with franchise qualities (strong normalized returns on capital and earnings power) and special situations (discounted holding company, deep value and event-driven equities).
The fund tries to purchase at a large discount to fair value using normalized earnings, or at a material discount to net tangible assets. For example: quality franchises (cyclical or defensive) with temporarily weak earnings or the expectation thereof; quantitatively cheap securities on price/net tangible assets; out-of-favour countries or sectors; listed holding companies at discounts to NAV with
motivated insiders or hard catalysts; micro-caps; equity-linked securities with attractive features;spinoffs or index deletions; post-bankruptcy equity.

Recovery Fund SP is a segregated portfolio of Eschler Global Fund SPC and commenced trading on 8 October 2012.

Quick Facts

Category:
  • Event-Driven » Special Situations
Inception Date: 2012-10
Monthly Performance Data:
Mar 1.44%

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