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, primarily but not exclusively of large 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
Fund sizeUS$41.6m
Base currencyUSD
Min. investmentUS$3,000,000
Management fees0.90% per annum
TER1.21% per annum
BenchmarkMSCI EAFE
Richard Garstang  Headshot 2022

Richard Garstang

Portfolio Manager
Samuel Ziff  Headshot 2022

Samuel Ziff

Portfolio Manager
Christoph Ohm  Headshot 2022

Christoph Ohm

Associate Portfolio Manager

International All Cap Select Equities Strategy