News & Views

Views News

27th April 2021

Is the FTSE about to roar ?

It is well documented that the FTSE100 index has proven to be a persistent laggard over the past few years when compared to its broad-based index peers. For example, and using the total return index ...

27th March 2020

Analysis and Response to COVID-19 Correction

For further information on the current position of the Levendi Thornbridge Defined Return Fund portfolio and forward looking analysis, please click here.

16th December 2019

Rolling Rolling Rolling

Perhaps because memories of the 4th quarter of 2018 are still fresh in the memory of some investors we get asked how the Levendi Thornbridge Defined Return Fund would perform if there was a market ...

4th December 2019

Levendi Portfolio Analysis

We have conducted some detailed portfolio analysis on the investments held by the Levendi Thornbridge Defined Return Fund. The three charts we have produced illustrate the attractive nature of the assets ...

2nd December 2019

Using Structured Products to Implement a Cash and Short Put Strategy

We have recently updated our presentation and increased the focus on why we use long dated equity linked securities and the factors that drive returns from our strategy. The two main factors we target are ...

12th November 2019

November FEIFA Article

We have written an article on portfolio returns using metrics from our stress test. The FEIFA Tradepress is a monthly publication that is circulated to IFAs across Europe. Access it here.

17th October 2019

Levendi – built for a smoother ride

The Levendi Fund has been set up to offer the attractive returns that are available from investing in a diversified portfolio of Autocalls but modified to meet the needs of lower risk investors. The ...

17th October 2019

Analysis of chance and scale of gains

One of the benefits of investing in a fund like the Levendi Thornbridge Defined Return Fund is that the maturity value of each investment is defined. The maturity value of each investment held by the fund ...

30th September 2019

Levendi Thornbridge Defined Return Fund summary

We have put together a brief two pager which summarises Levendi Investment Management, who the fund managers are, what the fund holds and who should buy it. The full document can be accessed ...

24th September 2019

Including the Levendi Fund in portfolios

The Levendi Thornbridge Defined Return Fund offers investors the prospect of positive returns that do not depend on rising markets or falling yields. As a result, Levendi offers investors the prospect of ...

23rd September 2019

If Warren Buffet was a fund picker, would he pick our fund?

We would all like a bit of Warren Buffet’s stardust to rub off on us. The Fund uses a similar strategy to the Sage of Omaha. We have been doing some research into one of the strategies that Berkshire ...

23rd September 2019

Are puts the wrong price?

All investing requires investors to be able to distinguish value from price. Sometimes this is difficult, sometimes this can be a lot easier. In this essay we look at why puts are priced as they are and ...

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The purpose of this privacy statement is to explain to you Levendi Investment Management Limited Limited policy with regards to the handling of personal data supplied by you to Levendi Investment Management Limited during the process of using this website.

Our data protection and privacy statement wording is required as a result of data protection laws arising pursuant to a European Union data protection directive. Businesses in European Union countries must comply with national laws enacted in light of their country’s interpretation of the European Union data protection legislation. The legislation seeks to ensure that all personal information held by businesses and organizations is both accurate and suitably protected in order to ensure there is no mis-use of personal data relating to an individual held by the business or organization. Levendi Investment Management Limited intends to process your data by complying with relevant legislation.

Levendi Investment Management Limited kindly requests that you read the privacy statement below which has been included with a view to protecting your personal data.

This website is provided by Levendi Investment Management Limited. When visiting this website and in the course of providing services to you, Levendi Investment Management Limited (“we”, “us” or “our”) may collect personal information about you (“personal data”) either (i) directly when you are asked to provide data (e.g., name, e-mail address and mailing address) or when you email, phone or otherwise contact us; or (ii) indirectly, e.g. via cookies and other technical means to monitor your use of the portal such as access logs, your internet protocol address or profiling to tailor the website to your preferences or to track your use of certain pages of the website, or from third parties who provide us with information about you.

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We may process personal data collected via this website or otherwise for the purposes of administering the website, responding to queries or provide services to you at your request, updating our records and databases, improving the personalization of our services to you, maintaining contact data about you or a third party (for example, your employer), informing you, or enabling third parties to inform you, of features, services, products, fund launches and related information from Levendi Investment Management Limited or third parties which may be of interest to you and otherwise to enable us to perform any agreement with you, your employer or any other relevant third party.

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The data may, for these purposes, be disclosed to certain types of staff within Levendi Investment Management Limited’s organization (i.e., staff whose job it is to process your enquiries and orders or otherwise to administer the website, and those staff involved in the provision of Levendi Investment Management Limited services and products which may be of interest to you). Personal data may also be disclosed to a limited number of third parties, such as third party marketing companies to send you information which may be of interest, data processors, suppliers or providers of goods or services.

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