vs 15.13% 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 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.
10.04%
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
Oct 07
How to determine if the trend is your friend
This article was first published in Livewire Markets, 24 September 2019.
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Investors often face the choice of joining the momentum of a stock, or choosing to be contrarian. When to use each one to your advantage is key.