Aperture Discover Equity Fund - Q3 2022 Commentary

In Short

Commentary for Q3 2022 on Aperture Discover Equity Fund

Aperture Discover Equity: Commentary for Q3 2022

Quarterly Performance

Aperture Discover Equity Fund (the “Fund”) was down -2.32% net of fees in the third quarter of 2022, trailing the Russell 2000 Total Return index (Ticker RU20INTR, the Fund’s benchmark) which was down -2.19% in the quarter. Since inception, the strategy has returned 8.53% annualized through September. The Fund has generated a cumulative total return of 25.28% net of fees, almost 7x the performance of the Russell 2000 total return index of 3.44%.

Download the full commentary below:

Aperture Discover Equity - Q3 2022 Commentary.PDF
Picture

© Generali Investments, all rights reserved. This website is provided by Generali Investments and is considered as a marketing communication and financial promotion related to the products and services of the following companies belonging to the Generali group: Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A. (hereinafter jointly, Generali Investments). Moreover, the website may contain marketing communication and financial promotion of products and services of companies part of the multi-boutique platform coordinated by Generali Investments Partners S.p.A. Società di gestione del risparmio, and in particular of Infranity, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments, Sosteneo Infrastructure Partners SGR, Axis Retail Partners S.p.A. and Generali Real Estate S.p.A. Società di Gestione del Risparmio