News & Views

Our latest news and views can be accessed and viewed using the tabs below. Click on the link to read an article.

Analysis and Response to COVID-19 Correction
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.    

Rolling Rolling Rolling
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 ...

Levendi Portfolio Analysis
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 ...

Using Structured Products to Implement a Cash and Short Put Strategy
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 ...

November FEIFA Article
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.

Levendi – built for a smoother ride
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 ...

Analysis of chance and scale of gains
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 ...

Levendi Thornbridge Defined Return Fund summary
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 ...

Including the Levendi Fund in portfolios
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 ...

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

Are puts the wrong price?
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 ...

Behind the Factsheet; Return
17th September 2019

Behind the Factsheet; Return

Every month the Factsheet for the Levendi Thornbridge Defined Return Fund shows a range of values for risk and return from our proprietary analysis of the assets held by the fund. In this series of notes, ...