The Fund's overall investment objective is to provide long-term capital appreciation by investing in a global portfolio of at least 50 common stocks which are listed/traded on recognised markets. The investment process is a fundamental, bottom up approach with the aim of identifying investments without the use of broker research, earnings estimates or benchmarks.
The Fund will seek to profit from investing in stable companies with strong balance sheets and solid earnings over the long term. The Fund will also invest in a number of volatility instruments with the objective of reducing the volatility of returns as well as to hedge the equity beta of the Fund. The Investment Manager has appointed Absolute Return Partners LLP to provide investment advisory services in respect of the Portfolio.