Overview

Fund overview

The Global Companies Fund aims to create long term wealth through a concentrated portfolio of 25-45 global companies that we believe are trading at prices different to their intrinsic values.

Investment objective

The Fund’s investment objective is to provide long term capital growth and outperform the greater of the MSCI World Net Total Return Index (AUD) or RBA cash rate over rolling seven year periods. The Fund is not intended to replicate the index, investing in a concentrated portfolio of predominantly undervalued equities and other global (including Australia) investment securities.

The Fund may be suitable if you want:

• Capital growth: Provided by a proven, focused, patient and considered process

• Access to global securities: Increase your exposure to global equities, either within your portfolio or SMSF

• A long term approach: Comfortable with investing in the Fund over the long term (7 years plus) with some short term volatility

• Diversity: The potential for returns that may be significantly different to those provided by the index and more traditional global equity funds.

We're looking for the best opportunities in which to invest our co-investors’ capital, wherever they are.

Why invest?

Proven

The Fund’s process is effective and repeatable, based on a proven philosophy developed by Paul Moore, its Portfolio Manager, over 30 years. This has produced attractive returns for long term investors.

Unrestricted

We have an authentic investment process where our exposure to industry sectors, geographic regions or market capitalisation is determined solely by our conviction in the risk/ reward opportunities that we identify within portfolio guidelines. No conviction = no investment.

Opportunistic

The Fund aims to create long term wealth for our co-investors by finding and exploiting investment anomalies around the world, wherever they are. We see opportunities where others may only see risks.

Co-investment

Our co-investors receive access to a unique subset of opportunities to which they would otherwise find difficult to access. The management team have significant investments in the Fund – they invest for and with you.

More information [link to documents/ video].