vs 12.56% benchmark return over the same period (MSCI ACWI Net in AUD).Performance
Tim Warrillow, Co-founder of Fevertree Drinks (FEVR:LN) 🇬🇧
Marcos Galperin, Chairman & Co-founder of MercardoLibre (MELI:US) 🇦🇷
Hiroshi Mikitani, Chairman & Founder of Rakuten (4755:JP) 🇯🇵
Daniel Ek, CEO & Co-founder of Spotify (SPOT:US) 🇸🇪
Joe Mansueto, Executive Chairman & Founder of Morningstar (MORN:US) 🇺🇸
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 31 March 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.
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.
When we think about investing, we always think about buying. We spend enormous amounts of time forecasting the future, distilling vast stores of information into one single click of a green button. But what is commonly overlooked, is the other side of the equation – selling. It remains the poor cousin of buying, yet it […]read more