INVESTMENT MANAGER:

SAFS

PORTFOLIO MANAGER:

Lyall Taylor

INVESTMENT STRATEGY:

Global value; predominately long only and bottom-up.

FUND LAUNCH DATE:

January 2018

E-MAIL CONTACT:

STRATEGY DESCRIPTION:

The Fund seeks to maximise long term risk-adjusted returns through the use of an opportunistic, value-based approach, with a global focus. The Fund typically sources investments by seeking out areas of distress or neglect in global markets, and endeavours to assemble an eclectic portfolio that combines individual high-conviction names, with a diversified group of basketed value longs. The fund is long term oriented in its approach, but actively rebalances positions sizes to take advantage of short term market volatility.