Delivers a concentrated portfolio of Airlie’s best ideas, typically 15-35 Australian companies. Seeks to invest in well-run, quality businesses with strong financial positions, where current valuations do not fully capture this quality.
The Fund is primarily invested in equity and equity-like securities listed on an Australian or New Zealand securities exchange. The Fund may invest in companies listed (or expected to be listed) on securities exchanges around the world outside Australia and New Zealand. The Fund typically holds 35-70 long positions and 0-55 short positions.