Matrix Lazard Opportunities Fund
A multi-strategy credit fund focused on special situations and capital structure arbitrage
Investment Objective
The Matrix Lazard Opportunities Fund aims to achieve absolute returns through a combination of capital appreciation and income. Such absolute returns are generated through exposure to an investment strategy (the “Lazard Opportunities Strategy”) managed by Lazard Asset Management, which consists of two relative value sub-strategies: convertible arbitrage and special situations/event driven investing.
Click here for more information on the Lazard Opportunities Strategy.
Key Points
Greater scope than traditional bond funds:
Can invest across a broader range of securities: bonds, convertibles, equities and credit derivatives
Can go both long and short via derivatives
Focus on Special Stiuations & Events:
Larger opportunity set for investments
Uncorrelated to traditional bond trades
High turnover of positions in the portfolio
Access to Lazard's Global Research Platform
Lazard Investment Team
Sean Reynolds, Senior Portfolio Manager, leads a six-person strong Investment Team, which has 85+ years of combined experience in event driven, relative value and convertible strategies.
Click here for Sean's biography.
Click here for a diagram of the Investment Team.
Fund Structure
The Fund is managed by Matrix Money Management, which has appointed Lazard Asset Management as Sub-Investment Manager.
The Fund is a sub-fund of Matrix UCITS Funds plc, an Irish domciled and regulated company.
Click here for a Fund structure diagram.
Further Information
Telephone - 020 3206 7222
Email - UCITS@matrixgroup.co.uk
