Hunting for value
Our opportunity is to benefit from share price volatility in a world of an increasingly short-term-focused investment community. We often find fertile ground in outstanding little gems, outside the top 50 ASX companies that are overlooked by large, institutional investors.
Value, contrarian style
If you ‘follow the crowd’, you will never outperform.
Alignment of interests
Our team and associates are significant investors in the Fund.
Careful selection of 10–25 well-understood investments. We do not try to mirror the index.
Communicating openly and candidly with our clients.
Nature of Offer
Investment manager and Trustee
Theoretical investment horizon
Registry and administration
* There can be no assurance the Fund’s investment objective will be achieved.
1 The High Water Mark is an amount equal to the highest net asset value at the end of a period where a Performance Fee was last paid, adjusted for any distributions made.