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Co-managers Alex Illingworth, Rosanna Burcheri and Simon Edelsten all carry out research and contribute to the portfolio construction but Edelsten is the ultimate decision-maker. The team seek companies on attractive valuations that are poised to benefit from recognized long-term secular growth trends. They prefer those that exhibit high and sustainable barriers to entry, sustainable cash flows, a clear capital structure and strong management. The portfolio does not pay attention to the benchmark and the managers are careful to avoid unintended risks so holdings do not usually exceed 3% of the portfolio. The managers stick to their disciplined approach and are willing to hold cash if they do not find any attractive investments. We admire the insightful strategy of this team.
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