Fund Overview

A high conviction global Small/Mid cap (SMID) equity Fund which invests in approx. 35 – 45 exceptional, Quality/Growth companies globally.

Investing in smaller/mid cap equities often provides investors with attractive growth and diversification benefits compared to large cap global equities.

Smaller companies often have more room to grow when compared to their larger cap peers. Typically, there are fewer analysts looking at these smaller companies, thereby providing reward to those investors willing to take the time and effort to research the opoportunities.

Our quality investment process focus’ upon profitable, well managed companies with strong balance sheets and attractive growth opportunities.