Skip to content This fund aims to deliver long-term capital growth by investing in undervalued US equities through a fundamental value-oriented approach. It allocates at least 70% of assets to equity securities of US companies that the manager believes trade at attractive valuations relative to their long-term earnings potential, asset value, or cash flow generation. The strategy employs fundamental bottom-up research with a value bias, identifying US companies with depressed valuations, strong fundamentals, and re-rating catalysts, applying contrarian discipline and patient capital. Through US value equity investment emphasizing valuation discipline, the fund provides differentiated US equity exposure focused on undervalued opportunities, appropriate for value investors seeking US equity participation through a contrarian, valuation-driven lens. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +23.95% | +23.95% |
| 3-Year Return | +59.52% | +16.83% |
| 5-Year Return | +59.35% | +9.76% |
| 10-Year Return | +137.32% | +9.02% |
| All Time Return | +425.02% | +6.42% |
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