All of our funds seek to outperform the market while retaining their focus on capital preservation. However, as these two matrixes will reveal, we take a number of different approaches to achieving that goal.
The investment objective is to deliver positive returns for its investors at a higher rate than the MSCI All Country World Net Index in AUD. We seek to mitigate risk by buying great but undervalued companies, through our shorting and via our currency management.
We recommend an investment timeframe of at least five years.
The investment objective is to deliver positive returns for its investors at a higher rate than the MSCI Emerging Markets Index in AUD. The fund invests in a select number of attractively valued global companies, usually a minimum 30 long holdings.
We recommend an investment timeframe of at least five years.
The investment objective is to deliver positive returns for its investors at a higher rate than the MSCI All Country World Net Index in AUD. The fund offers an eclectic portfolio of attractively valued companies listed on global stock exchanges.
We recommend an investment timeframe of at least five years.
The investment objective is to deliver positive returns for its investors at a higher rate than the MSCI All Country World Net Index in AUD. We seek to mitigate risk by buying great but undervalued companies and via currency management.
We recommend an investment timeframe of at least five years.
The investment objective is to deliver positive returns for its investors at a higher rate than the MSCI All Country World Net Index in AUD. We seek to mitigate risk by buying great but undervalued companies, through our shorting and via our currency management.
We recommend an investment timeframe of at least five years.
The investment objective is to deliver positive returns for its investors at a higher rate than the MSCI All Country World Net Index in AUD. We seek to mitigate risk by buying great but undervalued companies and via currency management.
We recommend an investment timeframe of at least five years.
The investment objective is to deliver positive returns for its investors at a higher rate than the MSCI All Country World Net Index in AUD. The fund offers an eclectic portfolio of attractively valued companies listed on global stock exchanges.
We recommend an investment timeframe of at least five years.
The investment objective is to deliver positive returns for its investors at a higher rate than the MSCI Emerging Markets Index in AUD. The fund invests in a select number of attractively valued global companies, usually a minimum 30 long holdings.
We recommend an investment timeframe of at least five years.