vs 13.74% 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 2019.
Annualised return after deduction of management and administration fees. Excludes taxation. Assumes reinvestment of distributions.
Note: past performance is not indicative of future performance.
11.62%
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
May 06
Data: a different way to discover quality companies
With the abundance of data in this digital age, more than ever, private investors have the opportunity to stay ahead of the pack and find rewarding investment opportunities. But it’s not just about access to data. It’s about being clever and filtering for investment opportunities that others don’t see. In this article I’ll highlight a different approach to generating quality investment ideas by applying a different lens. I’ll also share some common pitfalls I’ve observed and experienced myself.
read more