A U.S- focused equity fund, investing opportunistically in non-consensus ideas, unconstrained by sector with flexibility across market cap. Through deep fundamental analysis, we seek to identify underfollowed, underappreciated and undervalued companies undergoing significant, positive change at the company, industry or market sentiment level.
Why consider the fund?
We concentrate our research and analysis on evolving, misunderstood and controversial investment ideas where we have a differentiated view from the market. This approach aims to avoid stocks already well known and fairly valued by the market.
CHANGE PRESENTS OPPORTUNITIES
The Fund offers exposure to securities undergoing changes at the company, industry or market sentiment level that we believe will positively impact the stock price.
The Fund seeks to capitalise on non-consensus equity investments unconstrained by market cap and style. We seek to be early to evolving investments. This approach aims to provide long-term risk-adjusted returns greater than broad equity markets.