Company Research Report: Aurum Funds Limited

Company Overview

• Name: Aurum Funds Limited

• Mission of the Company: To grow and protect their clients' capital while providing consistent and diversified returns. Aurum aims to provide access to best-in-class hedge fund managers and solutions that deliver the desired returns.

• Founded: No information is available

• Founder(s): No information is available

• Key People:

• Kevin Gundle, Director, Chief Executive Officer

• Emily Forsyth-Davies, Head of ESG

• Headquarters: No information is available

• Number of Employees: No information is available

• Revenue of the Company: No information is available

• Company Known For: Aurum is known for being a hedge fund investment specialist that manages fund of hedge fund portfolios. They focus on inflation-adjusted returns, low volatility, capital protection during turbulent markets, low correlation to equities and bonds, and a high consistency of positive performance.

Products

Proximity® Platform

• Description: A portfolio knowledge sharing platform designed to deliver detailed information on investments.

• Key Features:

• Customisable and dynamic statistical information

• Comprehensive data, content and statistics on investments

• Accessible from all major web browsers on desktop and mobile devices

Commingled Funds

• Description: A range of long-standing fund of hedge funds with differing risk and return characteristics.

• Key Features:

• Demonstrated consistent returns with little correlation to traditional markets

BESPOKE Portfolios

• Description: Custom investment solutions tailored to investors’ specific risk and return objectives.

• Key Features:

• Available in various structures including managed accounts and fund of ones

AIFMD Compliant Irish Domiciled Funds

• Description: Irish domiciled funds compliant with the Alternative Investment Fund Managers Directive (AIFMD)

• Key Features:

• Available to investors in various jurisdictions including Ireland, UK, Germany, Portugal, etc.

Embedded Impact Funds

• Description: Designed for investors wanting to make investment returns while positively impacting the planet and its species.

• Key Features:

• Donations made by Aurum from advisor fees to selected charities

Recent Developments

• Recent ESG Symposium: Aurum hosted its second Alternative ESG Symposium in May 2024 to discuss ESG solutions in turbulent times, bringing together specialists to debate and provide solutions.

• ESG Approach: Aurum continues to emphasize its commitment to sustainability, focusing on growing and protecting environmental and social capital through its Embedded Impact® initiative. Donations increase as firm Assets Under Management (AUM) increase.

• Quarterly Fund Performance Review:

• Q4 2024 saw Aurum’s commingled and bespoke fund of hedge funds $US classes deliver returns ranging from +2.5% to +5.5%.

• Positive performance in hedge funds throughout 2024, with consistent positive monthly returns.

• Recent Hedge Fund Performance:

• Hedge funds saw robust growth throughout 2024, with an AUM increase of $103.1bn reaching just under $3.0tn.

• New Areas of Focus:

• Expansion of ESG data usage and integration with Artificial Intelligence, as highlighted in Aurum's symposium agenda.

• Partnerships:

• Continued collaboration with global initiatives for sustainable finance and investments, indicating strong industrial partnerships and involvement in responsible investment frameworks like the UN PRI.

This report synthesizes available company data to provide an overview of Aurum Funds Limited's operations, product offerings, and recent developments. Further specific financial details, founding history, and headquarters location remain undisclosed in the existing data.