Investment objective

The fund seeks to achieve over the long term a total return in excess of that of the MSCI World Index (with net dividends reinvested) through investment in a concentrated portfolio of equity securities of large companies whose average market capitalisation is likely to be more than US$20 billion, selected from all the major markets and to a lesser extent from some emerging markets worldwide. The approach is classic contrarian value, based on bottom-up fundamental research of individual companies.

Fund particulars

Launch date21 March 2012
Fund sizeUS$298.3m
DomicileIreland
StructureCCF
Base currencyUSD
DealingDaily
Min. investmentUS$15,000,000
BenchmarkMSCI World

Portfolio managers

None

Andrew Goodwin

Portfolio Manager
None

Nigel Waller

Portfolio Manager

Global Equities Strategy

Latest publication

Bluish GrapesBluish Grapes

February 2019

Value First
Andrew Goodwin
Nigel Waller