Alternative Asset Management Firm of the Year - France & Best European/US Equity Market Neutral Fund (3 Years): JL Equity Market Neutral (UCITS) Fund
Established in 2001, John Locke Investments (JLI) is an independent alternative asset management company serving the needs of a wide range of international clients.
Company: John Locke Investments Address: 38 Avenue Franklin Roosevelt 77210 Fontainebleau-Avon France Phone: +33 1 64 70 40 40/46 Fax: +33 1 60 74 99 38 Email: firstname.lastname@example.org Website: www.jl-investments.com
Based in Fontainebleau, France, John Locke’s team is dedicated to the task of delivering consistently high risk-adjusted returns across a full spectrum of asset classes and markets. The firm’s investment track record is one of continued performance and innovation and the firm’s ongoing research and development has ensured that they remain leaders of their chosen field. Through the firm’s in-house team of researchers, the company have been able to develop a range of strategies that are at the leading edge of investment technology. Their products are designed to be complementary to the returns of a traditional portfolio, while at the same time seeking to reduce the risk posed by the volatility of the international asset markets. John Locke believe that it is their commitment to research that has allowed the firm to maintain its position at the forefront amongst the world’s premier investment managers over the past 14 years. To achieve this success the firm has a policy to recruit only the finest available investment researchers and analysts. A testament to their success is the client base that they have built up since inception. The firm are proud to count some of the world’s largest financial institutions amongst their relationship, and fully recognise that their success is dependent on their choice of business partners, and as such seek to initiate long-term alliances that benefit all parties. Transparency and security are also key factors for the firm, and to this end they provide all clients with a high level of transparency with regard to our investment process and position reporting. All investment vehicles offered by John Locke Investments provide for daily liquidity. The firm’s investment portfolio is vast, in order to meet their client’s every need, and includes UCITS, onshore and offshore funds; private-label funds as well as managed accounts. One of the firm’s award winning investment solutions the JL Equity Market Neutral (UCITS) Fund. The Fund is a European/US equity market neutral fund that seeks to generate uncorrelated returns and maintain a low beta ratio to European and US equity indices. The Fund is fully systematic in its approach and deploys multiple quantitative models that seek to identify mispricing between a pre-defined universe of equity markets. An adaptive risk management technique is also employed that hedges against broad directional market risk and other risk factors that may be present within the investment portfolio. The Fund provides for daily liquidity. JLI is regulated by the A.M.F (Autorité des Marchés Financiers), is registered with the Commodity Futures Trading Commission (CFTC) as a Commodity Trading Advisor (CTA) and as a Commodity Pool Operator (CPO) and is a member of the National Futures Association (NFA). These affiliations ensure that clients can be secure in the knowledge that the firm offers the most secure, market appropriate, risk averse strategies possible. Moving forward the firm intend to continue to undertake their research in order to build upon their current level of success, and fully expect to continue down the path of excellence that they have set for themselves, and look forward to sharing this excellence with their clients and other business partners in the years to come.