| Report Date | |
| Manager | |
| Fund Name | |
| Strategy | |
| Latest Return Date | |
| Latest Return | |
| Latest 6 Months | |
| Latest 12 Months | |
| Latest 24 Months | |
| Annualised Since Inception | |
| Inception Date | |
| FUM (millions) | |
| Fund Overview | The main driver of identifying potential investments will be bottom up company analysis, however macro-economic conditions will be considered as part of the investment thesis for each stock. |
| Manager Comments | Positive contributors for the month included Mastermyne (+29.6%), HUB24 (+20.0%), Fiducian Group (+12.5%), NRW Holdings (+12.2%), Appen (+11.7%) and Alliance Aviation Services (+5.9%). Detractors from performance included APA Group, Moelis Australia, Sydney Airport and Pinnacle Investments - however, the Manager notes that none were overly material, with no specific news flow released during the month. |
| More Information |
