US Enhanced Equity

The Fund aims to provide a total return out-performance relative to large cap US equities. This is achieved by using efficient derivative exposures over a suitably wide range of equity market outcomes.

Zero


NO STYLE RELATED TRACKING ERROR SWINGS

1-2%


TARGET 1-2% TOTAL RETURN RELATIVE OUT-PERFORMANCE

Risk


DEFINED DOWNSIDE RISK

Portfolio Management Team

TOM MAY

Chief Investment Officer

Tom is Chief Investment Officer at Atlantic House Investments and overseas the portfolio management team. He was previously Head of the European Securitised Equity Derivative and Secondary Market Trading teams at Citigroup between 2005 and 2008 where he was responsible for a team trading all securitised derivative products on both primary and secondary markets. Tom was instrumental in establishing Citigroup as a leader in both primary market innovation and secondary market trading for the UK private placement market. Prior to this, he was part of the Structured Equity Derivatives Trading team at Citi, with specific responsibility for Constant Proportion Portfolio Insurance and Delta 1 Trading.

FAHAD HASSAN

Head of Equities

Fahad Hassan is the Head of Equities at Atlantic House Investments. He is the Lead Manager of the Atlantic House Investments US Enhanced Equity Fund and Co-Manager of the Total Return Fund. He was previously with Legal and General specialising in US equities. Fahad is a CFA institute charter holder.

TOM BOYLE

Fund Management

Tom leads product development of derivative strategies used across the Atlantic House funds as well as being a member of the Atlantic House Investments Total Return Fund Management team. Tom joined Atlantic House in 2016 after working at the Newcastle office of Brewin Dolphin.