Candoris has added a fourth investment fund to its platform of specialised US strategies for German investors: The Dutch Third Part Marketer offers clients a new UCITS fund which is investing in smaller listed US companies (US Small Caps) through Candoris ICAV, a registered platform in the Republic of Ireland: The “Next Century US Small Cap Growth Fund” (IE000TY23GV5) by US asset manager Next Century Growth Investors (NCG) builds on a more than 20-year track record of a strategy of the same name in the US. The fund integrates sustainability aspects in the selection of individual stocks and is authorised under Article 8 of the EU’s Sustainable Finance Disclosure Regulation (SFDR).
By adding this fourth fund, Candoris completes the cloverleaf of its strategies of external investment boutiques with a focus on the United States – after sustainable (Coho ESG US Large Cap Equities) and “small cap value” equities (Orchard US Small Cap Value Equities) as well as high yield bonds (SIM US High Yield Opportunities). The four sub-funds in the Candoris ICAV have gained total assets of USD 1.04 billion since the launch of the platform in 2017.