Portfolio Managers Gary Rollo and Dominic Rose provided an introduction to their investment philosophy and process which ultimately seeks to invest across the growth spectrum in three core areas: Stable Compounders, Tactical Opportunities and Structural Winners.
Through active management during a volatile 2020, the Fund has delivered strong outperformance of 18.95% over its benchmark, the S&P/ASX Small Ordinaries Accumulation Index since its inception to 28 February 2021. Gary and Dominic shared four developing themes that are driving their investment decisions to find innovation and those small companies with a competitive advantage. Case studies on three high conviction holdings were also presented.