We use a bottom-up, value-based approach, seeking out businesses with solid fundamentals, strong management teams, and sustainable growth potential that are trading below their intrinsic value.
Investors gain access to a fund with over a 20 year market beating track record in Australian equities.
The fund is available to wholesale and sophisticated investors who meet the eligibility requirements under Australian financial services regulations.
The Fund is unsuitable for:
​
-
Investors who are uncomfortable with illiquid securities which the Fund has historically held.
-
Investors only seeking to invest in well-known, blue chip securities. We do not own the Banks.
-
Investors seeking to invest in the “market darlings” – the latest, trending hot stocks.
-
Investors who are unsettled during periods of market volatility.
-
Investors who are unsettled with the Fund’s inherent volatility due to the portfolio’s concentration.
-
Investors interested in high levels of activity, high portfolio turnover.
-
Investors seeking a short-term home for their money.
-
Investors that can relate to Homer Simpson. “I just want to get rich. *pause* Quick.” We are not a get rich quick scheme.
-
The initial minimum investment is $50,000 while additional investments for existing investors is $10,000. Please refer to the Information Memorandum for current details.
While the fund is designed for long-term investors, PVP provides periodic redemption opportunities. The terms, notice periods, and any conditions for redemption are set out in the Fund’s Information Memorandum.
Investors receive quarterly Fund Reports via email from the Manager.
Full details, including strategy, fees, terms, and conditions, are set out in the Information Memorandum available on request.