vs 13.74% benchmark return over the same period (MSCI ACWI Net in AUD).Performance
Investing in founders
Jeff Bezos | Founder, President, CEO and Chairman of Amazon
“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
“I'll keep working until the end"
Amancio Ortega | Founder and Director of Inditex
"We take a long-term view of business"
Karl-Johan Persson | CEO of H&M and grandson of Founder, Erling Persson
“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
Building long term wealth for our investorsThe 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
We uncover quality companies from all over the world
We hold investments in 10 to 30 companies at any one time across Europe, North America, Asia and Oceania
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.
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.
We feel very strongly about charging fees fairly and transparently.
Transparently track your investment.
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