The Fund is a globally focused equities fund which emphasises company fundamentals and taking a long-term view when making investments. The Investment Manager’s mandate is to invest in:
1. publicly listed securities on any recognised global exchange
2. pre-IPO securities (with a stated intention to list within a 12-month period)
3. enter into foreign exchange transactions where required for investment in foreign securities
The investment process is one of bottom-up investing looking for leading global companies trading at reasonable multiples against solid growth prospects and returning cash to shareholders in the form of dividends.