Investment Objective
The Fund aims to achieve long-term capital growth through investing primarily in US small-capitalisation stocks. The investment style is fundamental bottom-up research, combined with macro awareness and a contrarian value investment strategy to deliver superior rates of return in any market environment. The investment philosophy focuses on risk-reward opportunities and inefficiencies in the US small-capitalisation universe. Independent thinking, unique stock selection, excellent fundamental research, and sound investment discipline provide an attractive risk/reward opportunity for the strategy.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.3 | 0.1 | 0.7 | 0.4 | 0.6 | 1.0 | 0.6 | 0.9 | 0.5 | 0.3 | 0.4 | 0.2 | 0.6 | |
| 2023 | 0.3 | 0.1 | 0.6 | 0.4 | 0.8 | 0.3 | 0.0 | 0.8 | 1.0 | 0.6 | 0.2 | 0.7 | 0.2 |
