menu
Scroll

Founder-led Investing

"Our family values guarantee our independence and allow us to set out a long-term and sustainable strategy"

Stefan Fuchs | Chairman of Fuchs Petrolub and grandson of the Founder, Rudolph Fuchs

Founder-led Investing

"We take a long-term view of business"

Karl-Johan Persson | CEO of H&M and grandson of Founder, Erling Persson

Founder-led Investing

“Most of our directors have a major portion of their net worth invested in the company. We eat our own cooking.”

Warren Buffett | Founder, Chairman & CEO of Berkshire Hathaway

Founder-led Investing

“We want to avoid the condition when someone can step into your company, or steal it or take it away,"

Ferruccio Ferragamo | Chairman of Salvatore Ferragamo and son of the Founder, Salvatore Ferragamo

Founder-led Investing

“I'll keep working until the end"

Amancio Ortega | Founder and Director of Inditex

Founder-led Investing

Jeff Bezos | Founder, President, CEO and Chairman of Amazon

Building long term wealth for our investors

The Fund

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.

The Fund

Global Exposure

We uncover quality companies from all over the world

25% North
America
45% Europe
30% Asia

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 July 2020.

Annualised return after deduction of management and administration fees. Excludes taxation. Assumes reinvestment of distributions.

Please note that our performance has been achieved with an average cash holding of 30% during this time, thus significantly reducing the portfolio's risk.

Note: past performance is not indicative of future performance.

Performance
7.31% Annual
return

vs 10.08% benchmark return over the same period (MSCI ACWI Net in AUD).

Performance

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.

Founder-led

We favour companies where the founder or their family remain significant owners or are still involved as managers.

Global impact

Companies with global reach or potential to scale internationally.

Proven growth

Companies with demonstrated revenue growth and proven ability to win market share.

Founder-led

We favour companies where the founder or their family remain significant owners or are still involved as managers.

Global impact

Companies with global reach or potential to scale internationally.

Proven growth

Companies with demonstrated revenue growth and proven ability to win market share.

Fair Fees

We feel very strongly about charging fees fairly and transparently.

We measure our returns over the long term starting from the date each investor enters the fund, and not reset annually like other funds.

Our performance fees are calculated separately for each investor based on the individual performance the fund has achieved for them.

Transparency

Transparently track your investment.

Our personalised partner portal allows you to track your investment with us and see all fees clearly.

knowledge bank

Jul 01
An interview with Lawrence Lam

Lawrence Lam sat down recently with Owen Raszkiewicz from the Australian Investors Podcast to discuss living with an entrepreneurial father, investment banking, inequality, valuation, turnarounds and, of course, the founder’s spirit.

read more