Claremont Global Fund (hedged)(ASX:CGHE)
The Manager aims to generate absolute returns of 8-12 per cent per annum over a 5-7 year investment cycle.
Claremont Global Fund (hedged)(ASX:CGHE) is an actively managed equity fund seeking to generate absolute returns of 8-12% per annum over 5-7 years by investing in a concentrated portfolio of high-quality, undervalued global companies.
The fund aims to outperform its benchmark by employing a fundamental, bottom-up investment approach.
Unlike its unhedged counterpart, CGHE aims to mitigate currency fluctuations through the use of derivatives, providing investors with exposure to international equity markets without the added currency risk.
As an Active Exchange Traded Managed Fund (ETMF), it offers the transparency and trading flexibility of an ETF combined with the active management expertise of a traditional fund.
- Cash weighting – maximum 10% of the gross asset value of the Fund.
- Single stock weighting – maximum 10% of the gross asset value of the Fund.
The Fund may be suitable for investors seeking to have an exposure to international equity markets outside Australia and the currencies of those international equity markets.
Recommended investment time frame
The minimum suggested time frame for investment in the Fund is 5 to 7 years.
Applying and withdrawing from the Fund
Investors can buy and sell Units in the Fund by either:
- Securities Exchange: Transacting on the Securities Exchange via a broker and using your HIN;
- Unit Registry: By sending a completed Application Form and associated identification documents to the Fund’s Unit Registry along with payment for the purchase of units or by completing an online application form, available from the Claremont Global website. Investors can exit the Fund by sending a withdrawal request to the Unit Registry for processing; or
- IDPS: Investors can also invest in the Fund through an IDPS operator.
An Active ETMF is actively managed by a fund manager. Active ETMFs operate in a similar way to traditional managed funds but have the benefit of transparent, live intra-day pricing and T+2 settlement.
Active ETMFs allow simplicity in investing as you invest simply through the ASX with lower minimum investment amounts compared to traditional unlisted managed funds. Investors also have the benefit of seeing live trading prices, a full disclosure of the portfolio on a quarterly basis and the ability to buy and sell intraday on the ASX.
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Claremont Global is a boutique fund manager located in Sydney, Australia. We run a high conviction, fundamental strategy and only invest in international equities. Our evidence based and rigorous bottom-up approach allows us to identify the world’s best companies. If these businesses satisfy our specific criteria and strict valuation methodology the team will consider to invest in them for the long term.
Claremont Funds Management is a single strategy investment manager of the Fund.
Claremont Funds Management has an investment team of four investment professionals who, as at 30 June 2024, collectively manage over $1.4 billion of funds.
Bob is a seasoned investor in global markets and has been refining his quality growth process for more than 29 years.
Zimbabwean born, Bob has lived and worked in Africa, the UK and Australia. He started his career with Anglo American and Fleming Martin in Africa, before joining Seilern Investment Management in London in 2002 as a Portfolio Manager and Head of Research.
He joined the strategy in 2012 as Senior Research Analyst and in 2017 was appointed Head of Claremont Global and co-Portfolio Manager.
Bob leads Claremont with an egalitarian approach, empowering the team to individually play to their strengths within a highly collaborative environment.
He holds a BA in Politics and Economics from the University of West Australia and is a CFA Charterholder.
Adam has more than 25 years’ experience in financial markets, having previously worked as an analyst and Portfolio Manager with UBS’s Fundamental Investment Group and at a London-based, absolute return fund. In the earlier stages of his career, Adam worked in investment banking at Credit Suisse First Boston, and at UBS in Sydney and London, advising on mergers and acquisitions, and capital raisings.
Adam joined Claremont Global in 2017, as co-Portfolio Manager with Bob Desmond.
He has a Bachelor of Commerce, majoring in Finance (Honours) from The University of Melbourne.
Chris is Mexican born and has more than 14 years’ experience in equity research. He joined Evans & Partners in 2011 as Investment Analyst where he covered Australian equities.
Chris joined Claremont Global in 2018.
He holds a Bachelor of Finance from La Trobe University and a Master of Applied Finance from Monash University.
Luke joined the Claremont Global team in 2017 and has more than 6 years’ experience investing in global markets.
He has completed a Bachelor of Engineering (Honours) majoring in Civil Engineering and a Bachelor of Commerce majoring in Finance from Monash University. He is a CFA Charterholder.
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