Skip to content This fund aims to achieve long-term capital appreciation through investment in undervalued US equity securities using disciplined value approach. It invests primarily in stocks of American companies trading below their intrinsic value based on fundamental analysis, focusing on businesses with strong fundamentals, quality management, and potential for re-rating. The strategy employs rigorous bottom-up research to identify attractively valued opportunities across market capitalizations and sectors with focus on companies exhibiting value characteristics and catalysts for value realization. Through concentrated US value equity investment, the fund provides focused exposure to undervalued American companies, appropriate for value investors seeking US equity participation with contrarian orientation and patience for value realization. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +18.60% | +18.60% |
| 3-Year Return | +50.15% | +14.49% |
| 5-Year Return | +59.14% | +9.73% |
| 10-Year Return | +173.13% | +10.56% |
| All Time Return | +156.99% | +4.99% |
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