ME NewsWire/Business Wire
KANSAS CITY, Mo. - Tuesday, June 3rd 2014
Scout Investments, Inc. (Scout) recently launched a UCITS fund umbrella structure to further expand distribution of its strategies to non-U.S. investors.
Our UCITS Fund will mirror Scout’s Unconstrained Bond Strategy and is currently registered in Luxembourg and Singapore, with plans to expand distribution into additional countries.
The Strategy is managed by lead portfolio manager Mark Egan and a seasoned team of fixed income investment professionals, including Tom Fink, Todd Thompson and Steve Vincent. The team has managed unconstrained fixed income accounts for more than 16 years and was among the first in the industry to do so.
“The cross-border distribution of Scout’s Unconstrained Bond Strategy allows us to offer non-U.S. investors a fixed income portfolio diversifier with a proven track record,” said Andy Iseman, chief executive officer of Scout Investments. “We plan to offer additional funds via the UCITS fund umbrella structure to continue to expand our global footprint.”
The objective of the strategy is to maximize total return consistent with the preservation of capital. Scout’s Unconstrained Bond Strategy seeks to maximize total return by systematically identifying and evaluating relative value opportunities throughout all sectors of the fixed income market.
The team may use derivative instruments, such as futures, options and credit default swaps, to manage risk and gain exposure. Given its objective, the strategy is not managed against a benchmark.
A UCITS (Undertakings for Collective Investment in Transferable Securities) is an investment vehicle that enables fund managers to distribute their products to non-U.S. investors.
For more information about Scout and the portfolio management team, visit scoutinv.com.
About Scout Investments
Scout Investments, Inc., a global asset manager headquartered in Kansas City, Mo., manages more than $32 billion in equity and fixed income investment strategies for institutions and individual investors. Scout is the investment subsidiary of UMB Financial Corporation (NASDAQ: UMBF). Please visit scoutinv.com for more information on our firm and our products.
SCOUT, SCOUT INVESTMENTS, the Scout design and the Ribbon design – Reg. U.S. Tm. Off.
NOT FDIC INSURED – NO BANK GUARANTEE – MAY LOSE VALUE
This message is for informational purposes only and this does not constitute an offer to purchase or subscribe for any investment, financial instrument or service in any jurisdiction where such a solicitation of an offer is unlawful. The Fund is only available for investment by non-U.S. persons who are not residents of the United States. The Fund is not offered for sale or sold in the United States, its territories or possessions. Investors should carefully read the prospectus, more specifically its section on risk factors, the Key Investor Information Document (“KIID”) and all other relevant documentation before investing in the Fund. This Fund and Lemanik Asset Management S.A. are authorized in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier.
For Scout Investments
Kristin Kovach, 816-423-6131