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Falkiner Global Investors Limited (FGI) is a Sydney based, specialist equity manager that focuses on global investment opportunities. In operation since 2004, FGI aims to serve the interests of investors by generating strong absolute returns from concentrated portfolios of stocks that include both long and short positions.
Falkiner Global Absolute Returns Fund
The Falkiner Global Absolute Returns Fund invests in international equities. The objectives of this fund are to generate strong absolute returns from a selection of companies chosen with a global outlook for opportunities in developed markets around the world; to preserve capital and to maintain a steady upward trend in the Unit price.
Investment Strategy
The fund may appeal to investors who are seeking to generate wealth from investments within the equities asset class. The Manager scans world wide for a selection of the best companies available and aims to produce positive returns in most years and in most markets. Investors may be attracted to the simplicity and transparency of the manager's active, bottom up stock picking investment process. Companies are chosen without regard to country or sector restrictions and the portfolio is based on long and short positions. The Fund typically holds between 20 and 40 stock positions and no individual position at time of purchase is greater than 10% of the assets of the funds.
Key benefits
- A transparent portfolio approach: With open dialogue, accessibility and accountability to investors
- Exposure to global equity markets
- True active management: There is a focus on “alpha” returns generation and individual company merits, rather than relying on benchmark-driven global equities strategies
- Proven track record of competitive return (please note that past performance is not indicative of future performance)
| Fee Disclosure | | There is no entry fee on the Falkiner Global Absolute Returns Fund or Falkiner Australian Absolute Returns Fund. 2020 DIRECTINVEST may receive a trailing commission of up to 0.50% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
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