This website is intended for professional investors only. Past performance is not a guide to future performance.
The market value of, and the income derived from, the shares of any Sanlam FOUR fund may fluctuate in accordance with: the values of the investments held by the Funds and other market conditions. Investors may not get back the full value of their investment. There can be no guarantee that the investment objectives of the Funds will be met. The Funds may from time-to-time be more concentrated than those of other investment funds and thus potentially carries a higher level of risk than a more diversified portfolio. There will be times when the Funds' investment performance will be quite unlike that of any stock market index, which may or may not be to the advantage of the Funds. This website does not constitute an offer, invitation or solicitation. The information and opinions contained in this website are subject to change without notice.
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Neither Sanlam FOUR nor any other person makes any guarantee, representation or warranty, express or implied as to the accuracy, completeness or fairness of the information and opinions contained in this website which has been prepared in good faith, nor does either Sanlam FOUR nor any other person accept any responsibility or liability whatsoever for any loss howsoever arising, either directly or indirectly from any use of this website or its contents or otherwise arising in connection therewith. The information contained in this website may not be reproduced without the prior written consent of Sanlam FOUR.
Dino Fuschillo is a Senior European equity fund manager.
Prior to joining Sanlam FOUR, he was Head of European Equities at Martin Currie. In this role he was responsible for leading the team and for the management of concentrated long and long/short portfolios.
Prior to this, Dino was Head of European Equities for SG Asset Management, a business he was hired to establish in 1998. There, he was responsible for the management of €2bn in long only institutional and retail portfolios. Prior to SG, Dino spent eight years at Lazard culminating in being Head of European Equities. Dino began his career at Hill Samuel in 1986.
He holds a B.Eng with French from University of Bath and is qualified as an associate of the UK Society of Investment Professionals.
Marco joined Sanlam FOUR in June 2011 as a European equity fund manager.
Prior to joining Sanlam FOUR, he founded Marinvest and launched the Marinvest One hedge fund in June 2009. In the two years to its closure in May 2011 Marinvest One achieved a 35% gross return, in line with the European market, with 2/3 of its volatility. Prior to this position, Marco joined Hermes in 2001 as one of the two founding directors of the Hermes European Focus Fund (HEFF).
HEFF was a separately managed unit, which became the most profitable part of the Hermes group. HEFF had a specific mandate focused on shareholder activism and it grew to €2.4bn under management by June 2007. Under Marco’s management HEFF achieved a positive relative performance in 2003, 2004, 2005, 2006, and H1/2007, significantly outperforming the European (ex UK) Equities benchmark, with a low tracking error, until his departure in June 2007.
From 1997 to 2001 he was a fund manager of institutional accounts and retail funds at Morgan Grenfell Asset Management in London, achieving a sector leading track record. Prior to this position, Marco was with Fidelity Investments, where he was the lead analyst on the pan European Pharmaceutical, Biotechnology, Capital Goods and Defence sectors. With his career starting as an equity analyst in 1989, Marco has over two decades of experience as a fund manager, analyst and company director.
Marco holds an MBA from the Wharton School, University of Pennsylvania.
Simon Gregory is an Assistant Fund Manager in the European team. Prior to joining Sanlam FOUR in February 2014, Simon worked as an independent financial markets trader. Previously, he was an Accounting Senior at Brookes & Co. Chartered Accountants. Simon is an ICAEW Qualified Chartered Accountant, training at Bullimores from 2006-2008. He holds a BA Combined Hons. Philosophy & Sociology from Exeter University.
Sanlam FOUR operates a flexible and pragmatic infrastructure that guides what is ultimately a bottom up stock selection engine. The investment process is focussed on the holdings in our portfolios, ensuring that every company held is delivering as per the team's investment thesis. Sanlam FOUR is of course also continuously searching for new ideas for the portfolios. The chart below captures the building blocks of the process:
Sanlam FOUR's investment team spends the majority of its time monitoring existing positions to ensure that it is fully informed and constantly alert to changes that might prompt a rethink of the investment thesis.
Risk management is an integral part of our approach. The compliance and investment functions receive daily positioning reports which give rise to alerts should guidelines be breached. In addition, the investment teams regularly review portfolios and quantitative risk analysis from Bloomberg PORT & Style Research. Finally, the risk committee issues a risk monitoring report once a month and discusses any relevant findings with the senior team members.
This is a Fund targeting high alpha with a portfolio of 30 to 40 holdings. The Fund will invest across the market capitalisation spectrum and all holdings must have absolute upside potential. The Fund will be conscious of benchmark risk at the total portfolio level.
The following forms must be completed and faxed to Sanlam Universal Funds Plc, +353 1 241 7131:
Full instructions on how to complete the forms are included, however, please contact Sanlam Universal Funds +353 1 241 7130 for further assistance.
Please ensure you read the full prospectus prior to investing.
Sanlam Universal Funds plc Prospectus Download
Sanlam FOUR European Active European ex-UK Supplement Download
Sanlam FOUR European Long Short Supplement Download