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H2O Fidelio: H2O AM launches a long-short absolute return equity fund


H2O launches Fidelio, a long-short equity fund which aims to generate an absolute return of 5% p.a. over a recommended 3-year investment horizon. The fund’s objective is to keep volatility below that of global equity markets within this timeframe, while also seeking to display low correlation to the major global equity market indices.

The H2O Fidelio fund aims to generate value by tapping the current market backdrop characterized by low interest rates, excessive regulation and mechanized investment strategies.
H2O Fidelio relies on H2O Asset Management’s long-standing global macro expertise with a “top-down” component, supported by the “bottom-up” process implemented by the global macro funds team as early as 2003. This global, judgmental, opportunistic and unconstrained style is based upon the fund managers’ convictions and a search for diversification.
Since its inception on October 25, 2016, the USD-denominated I share class of H2O Fidelio has delivered a +3.9% positive return as at February 13, 2017*.

* Source H2O Asset Management, 02. 13.2017. Figure is net of fees.

Past performances are not a reliable indicator of future performances.
For further information on the fund’s investment aims, risks, charges and expenses, please consult the fund prospectus and the Key Investor Information Document, available from your financial advisor or from our website

Natixis Asset Management – Asset management company regulated by AMF under
n° GP 90-009 – Limited Liability Company with share capital of €50,434,604.76 – RCS Number Paris 329 450 738 – Registered Office: 21 quai d’Austerlitz, 75013 Paris.

H2O Asset Management LLP – 10 Old Burlington Street, Westminster – London W1S 3 AG – United Kingdom – Registered in England and Wales with registered name H2O AM LLP and registration number OC 356207 – Authorized and regulated by the Financial Conduct Authority ("FCA"), and is entered on the FCA Register with the Registration Number 529105 and company number OC356207.

On 3 April 2018, Natixis Asset Management became Ostrum Asset Management.