The Fund is a concentrated portfolio (approx. 25 companies) of our most compelling equity ideas.
The investment objective of the Fund is to deliver income and capital growth over the long-term by investing in Australian listed equities, exchange traded derivatives and cash assets.
To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark.
The Fund is a long only, small cap Australian equities fund that typically invests in 20 – 40 companies. The objective of the Fund is to provide strong absolute returns, while also outperforming its S&P/ASX Small Ordinaries Accumulation Index.
One of the very few long term investment funds that offers exposure to the junior resources sector in both minerals and energy across Australia and global stock exchanges in unlisted and listed companies.
Through the ALF we seek to take advantage of opportunities available in the LIC sector, with a focus on LICs trading at attractive discounts to NTA. Through LICs, the Fund provides access to a broad range of investment styles, strategies and geographies.
The Altor Emerging PIPE Fund is a concentrated fund focused on investing in special investment opportunities in listed and pre-IPO emerging companies. (for Wholesale Investors only)
NuStar Global Diamonds is a small cap absolute return fund that seeks to provide alpha in all market conditions. (For Wholesale Investors Only)
The Fund is an actively managed portfolio offering higher potential returns through gearing with broad market exposure, it aims to provide long-term capital growth and regular income. (For Wholesale Investors Only)
The Fund aims to materially outperform the ASX All Ordinaries Accumulation Index net of fees over a rolling 5 year period via investing in a portfolio of Australian companies listed - or soon to be listed - on the ASX.
The Fund seeks to achieve superior total returns by providing medium to long term capital growth investing in smaller capitalisation companies.
The Long Short Fund benefits from a flexible ‘all-cap’ mandate and can profit from share price falls and gains. (For Wholesale Investors Only)
To provide regular tax-effective income, combined with competitive capital growth over the medium to long term.
The Fund aims to generate high positive annualised returns of between 10% and 20% over the medium to long term regardless of equity market movements and without excess risk. (For Wholesale Investors Only)
The Fund's investment objective is to maximise the total return (income and growth) for investors by holding a relatively concentrated portfolio of investments.
