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The market value of, and the income derived from, the shares of any Sanlam FOUR fund (the "Funds") 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.
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Adour joined Sanlam FOUR from ING (New York) where he managed the ING (L) Invest US High Dividend Fund from 2007 until 2014. During this period he increased fund assets from US$100 million to US$1.7 billion. Prior to that, he worked as a US equity manager with Capital at Work between 2005 and 2007, and with S&P Investment Services from 2001 to 2005. He has more than 15 years of investment experience focused on North American equities. Adour is a CFA charter holder and a member of the CFA Institute.
Conor joined Sanlam in 2010. He is an assistant fund manager responsible for trading, risk management and research support on Sanlam FOUR’s North American team. Prior to joining he worked at Bank of America Merrill Lynch for 3 years where he was responsible for equity settlements. In 2007, Conor completed a B.A. (Hons.) (Mod) in Economics and Mathematics at Trinity College Dublin. Conor is a CFA charter holder, a member of the CFA Institute, and a member of the CFA Society of the UK.
The fund aims to outperform the US equities market over a full economic cycle but with a lower level of volatility.
The fund follows a robust bottom up stock selection process and has an investment style which is value-biased. The constant focus is on identifying and investing in undervalued securities, with the lowest downside risk. A dividend screen and analysis is constantly used to manage the downside risk.
The result is a fundamentals-based, high-conviction and diversified portfolio, which is the outcome of a transparent, disciplined and consistently applied stock selection process.
FOUR is a conviction–led investment company: to explore the market anomalies we are willing to ignore the herd, be patient enough, and take on the business risks associated with contrarian investing in the longer-term interests of our clients.
The investment team spends the majority of its time monitoring the portfolio and universe to ensure that it is fully informed and constantly alert to changes that might prompt a rethink of the investments.
Risk management is an integral part of the 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 40 to 60 holdings. It aims to provide among the highest risk-adjusted returns within the US equities sector. The Fund seeks to identify the most attractively valued securities in the universe, with the lowest downside risk. It invests across the full market capitalisation spectrum, and remains conscious of benchmark risk at the total portfolio level. The resulting portfolio provides a broadly diversified active exposure to US equities.
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 US Dividend Income Fund Supplement Download
Adour Sarkissian, Senior US Fund Manager, explains why US dividend stocks are attractive, his approach to US dividend income investing and why investors should consider the Sanlam FOUR US Dividend Income Fund as part of their portfolio.