A Value Orientated Global Equity strategy which selects 50 - 80 mid-large cap stocks from a universe of over 2,000 securities.
The stocks are chosen through a combination of quantitative models and experienced judgement.
The strategy will perform well when value is favoured by the market.
Offered as an Australian based wholesale trust to qualified investors, minimum investment amount A$100,000
Also offered as an individually managed account to qualified investors where the client owns the individual securities directly in any nominated name. The minimum investment amount is A$250,000.
