Investment objective

The Fund seeks to achieve over the long term a total return in excess of that of the MSCI EAFE Index (with net dividends reinvested) through investment in a concentrated portfolio of equity securities, across a mixture of large, medium, and smaller capitalisation companies, selected from the major markets (except the United States) 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 date01 February 2017
DomicileUSA
StructureLLC
Base currencyUSD
DealingMonthly
Min. investmentUS$3,000,000
Management fees0.65% per annum
TER1.03% per annum
BenchmarkMSCI EAFE
Richard Garstang  Headshot 2022

Richard Garstang

Portfolio Manager
Christoph Ohm  Headshot 2022

Christoph Ohm

Portfolio Manager

International All Cap Select Equities Strategy