The GAIA Select Equity Group US Equity fund is part of the GAIA group of funds managed by Schroders. It is a high-conviction, long-biased U.S. equity fund employing a long-short strategy with an AUM of $248.2 million. The hedge fund invests in high-quality businesses characterized by strong, predictable growth, high returns on invested capital, and robust competitive moats.
Read more hedge fund letters here
Read more hedge fund letters here
In April’s report, the company disclosed that the fund generated a negative 3.8% return during the month, resulting in a year-to-date (YTD) performance of -9.3%. The fund’s performance trails behind the S&P 500, which returned -5.0% in 2023.
The...
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full Article
