Sintra Global Fund
The principal objective of the Fund is to grow investor wealth over the long-term while maintaining a capital preservation focus by investing in a portfolio of Australian and International securities (For Wholesale Investors Only)
The Sintra Global Fund is a wholesale unregistered managed investment scheme under a unit trust structure. The Fund primarily invests in Australian and International listed equities.
It typically holds 20-30 stocks however, depending on market conditions, has the ability to hold up to 100% cash. In addition, may from time to time use derivative instruments for the purpose of risk management.
Over the long-term, equities provide capital appreciation with share price gains ultimately driven by earnings growth. Investment returns can be further enhanced by superior management teams.
At Sintra Capital we will only invest when our advanced internal stock scoring system, exceeds a minimum threshold. Capital preservation is always a priority when considering potential investments. As such, when opportunities are scarce the portfolio will hold additional cash and derivative overlays will be considered.
The Fund operates under a flexible mandate that is style, sector, country, size and benchmark agnostic, providing the ability to capture greater value over the entire investment cycle.
The principal objective of the Fund is to grow investor wealth over the long-term while maintaining a capital preservation focus by investing in a portfolio of Australian and International securities which satisfy key selection criteria as determined by the Investment Manager.
Stock Selection
At Sintra we seek to identify companies with an enhanced combination of:
- Attractive Valuation
- Industry Structure
- Strong Leadership
- Superior Earnings Growth
Each of these items is scored out of 100 with emphasis placed on company leadership, reflecting our conviction that strong management is a defining element of a successful business. Our analysis is supported by in-depth fundamental research, extensive company meetings, independent consultants and industry experts. For inclusion in the portfolio a weighted average
minimum score is required.
To appropriately balance risk and return, stock risk (which is determined by assessing liquidity and volatility), is considered when determining maximum portfolio weightings.
Therefore, stocks with a lower risk factor will be allocated a higher portfolio weight and vice versa. The individual stock scores are then incorporated as a measure of relative conviction. The Fund will aim to not have more than 10% of the Portfolio in any one position.
Click here to view our Fund Performance.
Sintra Capital was established in 2022 as a Melbourne based boutique funds management business. Co-founders and portfolio managers Joshua Kitchen and Tony Sutton have a combined 45+ years of equity market experience with proven long-term track records of consistently strong investment performance.
Joshua began his career at Bankers Trust as an Institutional Sales Trader.
In 1999 he joined K2 Asset Management as its first employee. K2 was the pre-eminent Australian Hedge Fund that had over AU$1.0bn of FUM at its peak, offering absolute return strategies for retail, wholesale and institutional investors across domestic and international markets.
Joshua spent 23 years at K2 where he gained significant investment management experience in his role as senior portfolio manager within the Australian, Small Cap and Global funds. His core competencies are in Australian and International equities with an absolute return focus.
Joshua holds a Bachelor of Commerce and a Graduate Diploma of Applied Finance and Investment.
Industry experience: 25 years
Tony commenced his investment career in 2000 at Goldman Sachs JB Were within the sell-side equities research team as a quantitative analyst.
In 2006, Tony joined Global Wealth Allocation Ltd (GWA), a UK based funds management company, initially as head of research and then managing director Asia Pacific. He was jointly responsible for AUM growth from start-up to US$6bn. In 2010, his responsibilities at GWA were expanded to include lead portfolio manager for the global equity high conviction fund within affiliate company API Capital.
In 2016, he joined K2 Asset Management as a Portfolio Manager and subsequently as Head of International Equities within the K2 Select, Global and Asian funds.
Tony graduated from Melbourne University with a Bachelor of Commerce (Hons) in 1999.
Industry experience: 22 years
Click here to view our current and past Monthly Reports and Reserach Notes.
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