Strategy

Seeks to increase the value of your investment over time through capital growth by:

  • Using top-down and bottom-up investment processes to select equity securities globally that we believe offer superior long-term growth characteristics.

  • Seeking to invest in “disruptive” innovation leaders, which are companies that we believe are at the forefront of global innovation in their respective industries.

  • The Portfolio aims to be region and sector agnostic, although the focus on disruptive innovation leaders may result in a high concentration of investment in one or more regions or industries.

Portfolio Management Team






Fund Literature