The Fund aims to provide capital growth over the long term.
The Fund invests at least 80% of its assets in a concentrated portfolio of shares (also known as equities) of companies, of any size, in any industry, in the United States.
Opportunistic alpha is achieved by the Fund investing opportunistically across variety of market capitalisations predominantly in the US in its attempt to generate alpha (i.e. obtain excess returns) for shareholders. Investing opportunistically means investing in stocks which are undervalued or show potential for future growth / returns at times when such opportunities arise.
ABOUT THIS FUND
- Invests with conviction in companies where the market misunderstands the business models, assets, or growth potential
- Uses the best ideas of our research team to identify stocks at a discount across style, sector, and market cap
- Expresses differentiated views by applying independent thinking