Performance
21.3 %
1 Year
Performance
14.7 %
3 Year
Performance
13.4 %
5 Year
Performance
13.8 %
10 Year
Performance
14.5 %
20 Year
Performance
1,420.3 %
Since Inception
Summary
The Fund invests in established businesses with essential roles in the economy — companies with strong fundamentals and the capacity for long-term growth. Guided by the principles of value investing, we seek quality enterprises trading below their intrinsic worth. We focus on safeguarding capital while compounding returns.
The fund
A focused investment in enduring value.
Provenance Value Partnership is a long only wholesale fund investing in ASX listed businesses. Our aim is to firstly preserve the capital of the fund and then deliver low double digit average annual returns over rolling 5 year periods.
The approach
A rational, research-led process.
Our investment philosophy is grounded in the principles of value investing, using a bottom-up, fundamental approach to stock selection. The fund avoids short term trends and market noise. It is also market cap and sector agnostic.
The people
Experience that has passed the test of time.
Leading the fund is Victor Velkov. With nearly three decades of investing experience, the fund's track record shows consistent market out-performance. He is supported by a team of experienced professionals in investing and compliance.
The commitment
Shared outcomes, performance-first.
We charge no management fee — only a performance fee, earned when profits are made. By investing alongside our clients, we create alignment. We truly eat our own cooking.
Testimonials
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Name, QLD
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Name, QLD
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