No data available
Strategy
Investment Approach
- Focus on relative value relationships to opportunistically identify attractively valued companies.
- Fundamental research is key to uncovering companies with potential for stock price mean reversion
- Integrate qualitative inputs to assess potential for improved investor perception.
- Verify relative valuation anomalies through quantitative analysis.
- Balance valuation analysis and qualitative overlay.
Past performance is not a reliable indicator of future performance.
Annualised Performance
Please Note
There is currently limited Annualised Performance data for this fund. Please contact us for more information.
Current Year Performance
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There is currently limited Current Year Performance data for this fund. Please contact us for more information.
Portfolio Characteristics
No data available
Calendar Year Performance
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There is currently limited Calendar Year Performance data for this fund. Please contact us for more information.
Top 10 Holdings
No data available
Purchases
Please Note
There is currently limited Purchases & Sales data for this fund. Please contact us for more information.
Sales
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There is currently limited Purchases & Sales data for this fund. Please contact us for more information.
No data available
No data available
Sector Attribution
Representative Portfolio vs BenchmarkPlease Note
There is currently limited data for this fund. Please contact us for more information.
Risks
Typical Investor
For investors with a long-term horizon seeking a value-oriented equity investment that provides potential for capital growth.