Aperture Discover Equity Fund - Q3 2022 Commentary

En bref

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, tous droits réservés. Ce site web est géré par Generali Investments Holding S.p.A. en tant que société holding des sociétés de gestion d'actifs du Groupe Generali ayant, directement ou indirectement, une participation majoritaire dans les sociétés énumérées ci-dessous (ci-après dénommées conjointement "Generali Investments"). Ce site web peut contenir des informations relatives à l'activité des sociétés suivantes : Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (y compris Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S. p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Conning* et ses filiales Global Evolution Asset Management A/S - y compris Global Evolution USA, LLC et Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC ainsi que Generali Investments CEE. *Englobe Conning, Inc, Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc, Goodwin Capital Advisers, Inc (désignés comme "Conning").