Hedge Fund Awards 2015
Hedge Fund Awards 2015 www.acquisition-intl.com 49 Best Fund Manager - Luxembourg & Best European Long-Term Growth Fund The Life Settlement industry has grown at a phenomenal rate over the last decade, having attracted the attention from independent financial advisors to the top firms on Wall Street, with high profile institutional interest growing exponentially in just the past few years alone. “We are seeing an extraor- dinary amount of interest from amongst the largest financial institutions as they begin to see the benefits of integrating life settlements as an alternative asset class,” Mr. Garcia affirms. “As these large players in the market begin to utilize life settlements as an investment strategy, the market becomes even more sophisticated and well-established.” The Luxembourg Life Fund: Long Term Growth Fund FCP SIF is an investment fund centered on the acquisition, trading and management of a portfolio consisting of U.S. based life insurance policies. These policies generate investment returns based on mortality and life settlement events. Life settlements are known for minimal correlation to traditional financial mar- kets (fixed income and equities) as well as changes in fiscal and monetary policy relative to global economies. “Truly sustainable long term growth is generated from acquiring the appropriate asset and applying management principles enforcing strengths such as consistency, low volatility and tangible value,” Mr. Garcia explains. “The Luxembourg Life Fund serves as a vehicle that investors are comfortable with in the medium to long term, regardless of circumstances occurring in other areas of global finance and the macroeco- nomic environment.” A Luxembourg-based fonds commun de placement – fonds d’investisse- ment spécialisé, the Luxembourg Life Fund consists of a diversified portfolio of hundreds of life settlements issued by insurance companies with an A average rating. “By maintaining a portfolio containing numerous individual policies, we mitigate risks associated with lack of diversification or concen- tration,” states Carlisle’s Chief Financial Officer, Mr. Victor Heggelman. The Fund employs detailed actuarial and financial analysis tools ensuring that as- sets meet a rigorous series of sensitivity and stress tests, including additional variables of actuarial profiles. The Luxembourg Life Fund FCP SIF: Long Term Growth Fund is a leading regulated open-end investment fund, driven by innovation and an investment philosophy which keeps it a step ahead of constantly evolving investment markets. Carlisle Management is proud of the success of the Luxembourg Life Fund, attributing its achievements and this prestigious award to the forward-think- ing management strategy of the Carlisle team and a dedication to investor education and ongoing communication. “To build a superior and genuinely ‘long-term’ growth fund, one has to have the foresight to look into the future and proactively map out the best course of action,” attests Mr. Garcia. “By staying ahead of developments within the market and properly communicat- ing your strategies and intentions to your investors, a fund can allow itself the utmost chance to grow and prosper in the future.” n
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