vs 8.64% benchmark return over the same period (MSCI ACWI Net in AUD).
PerformanceBuilding long term wealth for our investors
We are an investment firm specialising in global equity markets.
We invest in companies around the world with strong competitive advantages that grow over the long term.
Our objective is to deliver long term returns to our investors that exceed the growth of the global stock market.
Global Exposure
We uncover quality companies from all over the world
Our Investments
We hold investments in 10 to 30 companies at any one time across Europe, North America, Asia and Oceania
Our Performance
Return from inception 7 July 2017 to 31 January 2018.
Annualised return after deduction of management and administration fees. Excludes taxation. Assumes reinvestment of distributions.
Note: past performance is not indicative of future performance.
7.86%
Annual
return
return
Strategy
Our strategy is straight forward. Focus on investing in a selection of exceptional global companies that have a demonstrated competitive advantage and hold them over the long term.
knowledge bank
Feb 08
Mindset of an astute investor
Investing is about understanding businesses and as with all things business-related, nothing is ever clear-cut. Businesses are comprised of a set of strategies which have been selected and implemented by management. However, no one can guarantee the success of a business strategy – not even management themselves. So what hope does an investor have?
In this article I’ll explore the characteristics of a certain type of investor who holds an advantage. I’ve termed them the ‘entrepreneurial investor’.
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