Willerfunds and Elbrus Capital celebrate successful 3-year collaboration in Russian and Eastern European equity investing
Luxembourg, October 17th , 2016 - Willerfunds Management Company S.A. (“Willerfunds”) and E.C. Elbrus Capital Investments Limited (“Elbrus”) are celebrating three years results of the Willerequity Russia and Eastern Europe Fund (“WEREE”).
Launched in 1997, WEREE has been advised by Elbrus beginning October 2013. Over the three years, it has improved its risk-return profile and has significantly outperformed its benchmark and competitors. The Fund is now in the top quartile performance among its peers for the period and ranks highly in industry databases and monitoring services such as Morningstar1 (4 stars) and Quantalys2 (5 stars).
WEREE invests in liquid listed equities in Central and Eastern Europe, including Russia and the former Soviet states. The Fund implements a hybrid investment process that combines fundamental research stock selection with a model-driven macro overlay that determines the appropriate level of equity exposure for a given period or market environment.
Albert Mandic, Managing Director of Willerfunds said: “We are pleased with the results obtained by WEREE, especially when considering the complex and challenging times that have characterized the region since Willerfunds began its collaboration with Elbrus. The hybrid investment approach has proven successful in enabling the fund to lower its volatility profile while maintaining its ability and potential to generate solid returns on both a relative and absolute basis. Our ambition is to render WEREE the product of reference for Eastern European equity investment.”
Head of Business Development
Tel: +39 02 783 301
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Willerfunds Management Company SA, is a Luxembourg-based fully-owned subsidiary of Switzerland-based Morval Vonwiller Holdings, and the investment manager of the Willerequity Russia and Eastern European Fund, a sub-fund of Willerfunds (an umbrella fund under part 1 of the Luxembourg law of 2010 and is UCITS IV compliant advised by E.C. Elbrus Capital Investments Ltd).
Morval Vonwiller Holding SA
Morval Vonwiller Holding SA is registered with the “Registre du Commerce” of the Canton of Obwalden (Switzerland) in Sarnen. As a financial and banking Group, it offers through its Swiss Bank as well as other group entities in Switzerland and other countries, the services of a banking organization specialized in portfolio and fund management.
1. Morningstar. For further information please see:
2. Quantalys. For further information please see:
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