We seek meaningful long-term returns from investments in unloved, under-researched and undervalued stocks.
For 15 years, we’ve invested in our Funds alongside our long-term investors. Find out more about our Funds and investment strategy.
Concentrated ASX stock portfolio with a small-cap focus and a proven track record of finding undervalued gems. Nimble and opportunistic, enabled by keeping fund size small. Open-ended unit trust structure with daily applications and redemptions.
Concentrated portfolio of global equities combining small and medium sized businesses with larger more resilient companies. Nimble and opportunistic, managed by a team with deep pockets of expertise. Open-ended unit trust structure with daily applications and redemptions.
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