Our aim is to generate positive returns each year for investors independently of global market conditions through active management of a portfolio of large tradable equities listed in major global markets denominated in major currencies.

For the foreseeable future financial market conditions will continue to be highly variable and this requires a nimble pragmatic methodology for stock selection and portfolio management that focuses less on ‘buy and hold’ and more on continuous engagement with equity markets. Position selection will be driven by a fusion of macroeconomic top-down awareness and fundamental bottom-up analysis focused on the search for valuation anomalies.

Typically, 30-40 positions will be held at any one time with no individual position greater than 5% of total capital. Any individual holding will usually have a market capitalisation in excess of US$1 billion ensuring high levels of liquidity at all times, thereby enhancing the ability to respond to any news flow that changes the fundamental underlying story. Meanwhile risk control is embedded with a clear ‘two strikes and out’ policy on individual positions: allowing for opportunistic further investment in response to an initial price fall while a second fall will result in a sale. Overall, it is expected that an investment in the Sub-Fund will represent a medium to high risk for investors.

In short our Fund slogan of ‘the best companies, in the best sectors, in the best markets’ gives us the greatest potential to manage your investment successfully.  Our commitment to communication and customer relations is designed to keep you fully informed and, to show our commitment to the product, the principles of the Fund collectively have made a significant investment which sits alongside those of other investors.

We hope you will join us as investors in this exciting new fund 

Want to Invest ?

The easiest way to invest in the Fund is via your existing account with Daniel Stewart or you can open a new one: Execution Only account.

If you wish to invest via a SIPP please contact us for more details.

The Fund is also available via AJ Bell YouInvest and Transact.

Alternatively, you can invest via an account with another broker and you should contact them quoting the ISINLU1603418408