Fund Objective

The fund’s investment objective is to provide capital growth and income primarily through investment in equity securities of medium-sized US companies. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments.

View on Past Performance

Within the fund we combine three distinctly different types of stocks: (1) those that we call 'mispriced' growth opportunities, which are companies that demonstrate strong growth trends and improving levels of cash; (2) 'steady eddies', which generate dependable earnings and revenues; and (3) turnarounds, which are companies that are undergoing positive change that is not being recognised by the market.

Fund Details