This was a brief introduction to the fund and the team. Semper is a US based company founded in 1992 and manging $2.5 billion. The strategy was launched in the UK in 2018 but has been running in the US since 2013. There is currently circa $320 million invested across the different strategies.
For investors searching for alternatives this might be a strategy to consider. It is uncorrelated to equity markets as it invests in US mortgage backed securities. They see this as an extremely strong relative value proposition and although it has underperformed in the recent market, they feel this has increased the opportunities available to them….read more