ZIM • Authentically Active

Overview

Zeus Dynamic Opportunities is the flagship fund of Zeus IM, an independently regulated asset management boutique.

Data as at October Factsheet

£14.34m AUM
£9.9bn position-weighted mean
+22.9% since inception 01/23

Zeus Dynamic Opportunities

A high conviction, performance-driven, multi-cap, UCITS-compliant, long only equity-led proposition, which leverages the diverse experience & proven expertise of lead manager Caspar Trenchard, derived over more than 30 years within the UK equities arena. The fund’s composition and returns profile are further enhanced by the investment team’s highly differentiated “Core & Satellite” approach whereby strategic (long-term) Quality Growth selections are combined with (nearer field) tactical Value elements.

Core & Satellite

Core

Satellite

Quality Growth

Value & Special Situations

The backbone of the fund within which we seek to identify long-term winning enterprises which can deliver persistent market-beating compound returns.*

Accessorising the Core through the identification & capture of shorter duration and less market-correlated absolute return opportunities, often involving elevated levels of stock specific risk.*

*Both channels can generate positive alpha on a standalone basis, and when operated in tandem deliver volatility compression at aggregate portfolio level to deliver better risk-adjusted returns.