Marketing communication · Professional investors and eligible counterparties only
Global equities · Growth · UCITS
Landseer Global Artificial Intelligence Fund
Landseer Asset Management · London
An active global equity growth fund investing in companies using artificial intelligence to strengthen competitive advantage, improve business performance and create shareholder value. Managed through a high-conviction, bottom-up investment process, supported by the team’s proprietary AI research platform, Orbit.
UCITSc. 35-40 holdingsAllfundsInversis
A diversified portfolio seeking to capture the long-term growth opportunity created by the adoption and application of AI across companies, industries and geographies.
Why we represent this fund
01AI adoption, not simply AI technology. The Fund looks beyond the companies developing AI infrastructure to identify businesses using AI to improve productivity, accelerate growth and strengthen their competitive position. This creates an opportunity set that extends well beyond the technology sector.
02Proprietary AI-enhanced research. The investment team combines fundamental, bottom-up equity research with Orbit, its proprietary AI research platform. Orbit analyses large volumes of company information to help identify where AI adoption is becoming material to a company’s business and future prospects.
03A concentrated, high-conviction portfolio. The portfolio typically comprises c. 35–40 holdings selected on individual merit. Each investment must satisfy the team’s defined investment pillars, creating ongoing competition for capital and a clear discipline around both buying and selling.
04A genuinely global and diversified opportunity set. The Fund invests across sectors, regions and market capitalisations, seeking AI beneficiaries wherever they emerge. Its opportunity set is not confined to Silicon Valley or traditional technology companies, providing broader exposure to the economic benefits of AI adoption.
05An experienced team with continuity since inception. The strategy has been managed by the same lead portfolio managers since its inception in 2017, providing continuity of investment philosophy and process across different market environments.
Principal risks
01Capital at risk. The value of investments can fall as well as rise. Investors may not get back the amount originally invested and could lose some or all of their capital.
02Equity market risk. The Fund invests in equities, whose values can fluctuate significantly in response to company-specific developments and broader economic, political and market conditions.
03Currency risk. The Fund invests internationally. Changes in exchange rates may positively or negatively affect the value of investments and investor returns.
04Emerging markets risk. The Fund may invest in emerging markets, where investments can experience greater volatility and may be more sensitive to political, economic and regulatory developments than those in developed markets.
05Growth and valuation risk. The portfolio may have significant exposure to companies with higher expected rates of growth. Changes in interest rates, growth expectations or investor sentiment can lead to material changes in valuations and periods of heightened volatility.
Marketing communication. This is not investment advice, a recommendation, or an offer or solicitation to buy or sell any financial instrument. Addressed exclusively to professional investors and eligible counterparties as defined in Directive 2014/65/EU (MiFID II); it is not intended for retail clients. Capital is at risk: the value of investments may fall as well as rise, is not guaranteed, and you may get back less than you invested. Past performance is not a reliable indicator of future results. Any forward-looking statements reflect the manager’s opinion at the date of publication, are not guaranteed and may change. Costs and charges reduce returns and are set out in the KID and the prospectus, which together with the summary of investor rights are available from the management company and from us on request; read them before investing. Sustainability-related information is set out in the fund’s SFDR pre-contractual disclosures; an SFDR article classification is a disclosure regime, not a quality rating or a label. Tax treatment depends on each investor’s individual circumstances and may change; this is not tax advice. The management company may decide to terminate marketing arrangements. South Hub Investments, S.L. is a tied agent of Ursus-3 Capital, A.V., S.A. (CNMV reg. no. 251), acting in its name and under its responsibility; no investment advice or discretionary portfolio management services are provided.
