Tycoon Global Growth Equity Fund
The aim of the fund is to achieve sustainable returns from capital growth, targetting 20% p.a.
The Tycoon Global Growth Equity Fund is a long-term equity investment fund that focuses on high-quality companies with exposure to emerging growth opportunities.
The fund aims to achieve sustainable returns from capital growth, targeting 20% per annum. The fund's investment strategy involves identifying undervalued companies early in their life cycle and holding them for the long term. It prioritizes cash-generative businesses with sound balance sheets and highly capable management teams.
The fund is suitable for investors seeking strong capital growth and consistent annual income, with a long-term investment horizon and a tolerance for medium to higher risk.
The Tycoon Global Growth Equity Fund is a long only equity fund, primarily focusing on companies listed in ASX, Dow Jones and Nasdaq, with some exposure to European, and Japanese stock exchanges.
Utilising Tycoon’s extensive fundamental, bottom-up research process, our Fund focuses on identifying high quality companies in exposed to emerging growth opportunities, such as EV, IC, AI, IT, medical and surgical, as well as advanced materials etc.
With a bias toward cash generative businesses with sound balance sheets and highly capable management teams, the Fund seeks to identify these opportunities early in a company’s life cycle, when it is typically under-researched and under-valued by the investment market.
The aim of the fund is to achieve sustainable returns from capital growth, targetting 20% p.a.
Recommended investment period is 3-5 years.
Investment strategy
The Fund aims to give investors strong capital growth and consistent annual income from a diversified portfolio of listed and unlisted Australian and overseas investments which have been carefully selected for their potential for growth and income.
Investment objective
The goal is to produce total returns – income and capital growth 10% above benchmark more after management fees and usual expenses over rolling 3 year periods.
Benchmark
Monthly BBSW Rate.
Investor suitability
This fund could be suitable for investors looking for a fund to form part of their core, long term holdings, where seeking to benefit from regular income and strong capital growth are goals, whilst having a longer term investment horizon and a tolerance for medium to higher risk. We always recommend that investment decisions be taken with professional advice.
ESG principles
Environmental, social and governance criteria are an element of portfolio construction.
Investment types
The investments focus is ASX listed companies and funds, as well as selected leading listed international investments. Unlisted Australian managed funds may also be used. Cash is carefully deployed without limits of cash weighting. As an integral part of the overall investment strategy, fixed interest securities may be used defensively in times of market turbulence. Derivatives are always exchange traded, not over the counter, and are used only to manage risk.
Geographical focus
Australia, US, JPN, NZ, the UK and the EU. Investments in China and India are not expected to be a focus of the portfolio, although companies and funds in which the Fund invests may of course have business there. The Fund does not seek direct exposure to other developing economies, nor emerging markets.
The Investment Manager uses a combination of:
- bottom up, and
- top down research, both inhouse and from external providers, to screen potential investments.
Bottom-up research considers the fundamentals of each investment, for example:
- business fundamentals,
- financial performance,
- management assessment,
- positioning, and
- relative value.
When selecting underlying managed funds, factors include:
- investment management team experience and stability,
- risk management,
- diversification,
- cost and fee structure,
- performance and volatility, and
- liquidity management.
Top-down analysis is also conducted: a consideration the broader market and economic conditions when choosing investments including:
- market disruptions,
- Central bank policies,
- technological innovation,
- climate change,
- employment,
- inflation,
- interest rates,
- regulation,
- corruption,
- consumer confidence,
- investor confidence, and
- credit availability.
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This website does not constitute financial advice. lt is also not comprehensive as it is intended to be an overview only, providing a summary of points usually of interest to investors. intending investors must obtain a copy of the Fund's information Memorandum (lM) and an investment can only be made by completing the application form. Intending investors should seek independent financial advice on whether an investment in the Fund is appropriate for them. All investments, including that of the Tycoon Global Growth Equity Fund, involve the risk of losing all or part of investors investment capital and/or interest. Past performance is not necessarily a guide to future performance.
Investment with Professionalism
Performance with Sustainability
At Tycoon Capital Group, we pride ourselves on our expertise and experience in the asset management space. Our team of professionals is dedicated to identifying high-growth investment options that preserve and improve capitals. We are committed to maintaining transparency and professionalism in all our operations, and we work tirelessly to ensure that our investors receive the best possible outcome and return on their investments.
The team at Tycoon Investment Management Pty Ltd is spearheaded by Jason Xu, who have collective experience ranging from wealth management (property, lending and equity investment) and fund operations commercial real estate acquisition. The principals of Tycoon Capital Group have over 20 years of combined financial services and funds management experience in areas of equities, debt and property finance.
Haipeng (Jason) Xu completed his bachelor’s degree of engineering in China. He completed and holds master degree of commerce and diploma of financial planning in Australia. He is a member of The Institute of Chartered Accountants ANZ (ICAA) and financial advisor and member of Chartered Tax Institute. Jason is a holder the certificate of public practice in Australia. Jason was a management consultant in a leading management consulting firm from 2010 – 2012. He also worked as a senior financial analyst in a Fortune 500 listed company from 2012 to 2014. He founded BOA & Co. - the successful Chartered Accountants and Financial Advisors firm in 2015. Jason possesses broad experience in his career including board appointments across business, tax and investment advisory, superannuation and fund and wealth management.
Mr. Alex Ge has over 18 years of experience as a Portfolio Manager, Lead Equity Research Analyst, Stock Market Dealer in a number of large managed funds with exposure to both Australian and international stock markets. Before joining Tycoon Capital, Alex managed a portfolio of $400million for one of the largest superfund in Australia – RESTSuper since 2017. Before that Alex was senior portfolio manager in one of the largest managed fund – Hunter Hall. Total size of the portfolio he has managed is over $1 billion and delivered consistent double digits returns over the last decade. Mr. Alex Ge is a CFA Charter holder since 2009 and holds MBA and Master of Finance.
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