vs 13.08% 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 30 April 2021.
Annualised return after deduction of management and administration fees. Excludes taxation. Assumes reinvestment of distributions.
Note: past performance is not indicative of future performance.
12.18%
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
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.
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May 07
The All-Terrain Equities Portfolio For Today
This article was first published in Money Management magazine 6 May 2021 issue Epicormic buds lie dormant, hiding underneath tree bark waiting for the right conditions to sprout. They serve a regenerative purpose in the overall forest system and flourish when conditions are at their most dire. Bushfires for example, trigger epicormic buds to sprout […]
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