674175 May 2026

: The investment manager views equity as a business partnership and discourages frequent trading. They suggest a minimum 5-year investment horizon .

: The fund strictly avoids speculative or loss-making businesses. Investments are restricted to companies with a historically positive EBITDA. 674175

The fund is designed for investors seeking long-term capital growth and semi-annual income through a portfolio of "undervalued" small-cap companies listed on the Australian Securities Exchange (ASX). : : The investment manager views equity as a

: It targets the "small companies universe," specifically those with attractive growth profiles that may be overlooked by larger institutional investors. Key Fund Details 674175