Fund Overview
We aim to deliver double digit returns to our clients, whilst minimising the risk of capital loss
Our Strategy
We run a concentrated portfolio of value investments selected from around the globe
What Makes Us Different?
Value investors
We seek to purchase businesses at discounts to their intrinsic value.
Concentration
We invest in a select group of outstanding listed equity opportunities.
Broad mandate
We invest globally and across the market cap spectrum.
Long-term orientation
We evaluate businesses based on the cash they can produce for long-term owners.
Alignment
Co-investment in the Fund is the Portfolio Manager’s sole listed equities exposure.