About this Event
Sharpbridge Funds Management Info Event
Join us in person at the Alexandra Surf Club for a laid-back evening all about Sharpbridge Funds Management. It’s a great chance to get the lowdown directly from the experts, ask questions, and connect with others interested in smart investing.
The Fund primarily invests in the securities of larger cap companies listed on stock exchanges around the world with some exposure to cash and cash equivalents.
The Funds Strategy is to outperform the benchmark over the medium to long term by investing in a portfolio of global equities. The fund seeks to identify and own undervalued companies with a focus on growth business that have a catalyst(s) using proprietary research.
The Fund will weight opportunities based on quantitative and qualitative factors through “bottom-up” fundamental research combined with a “top-down” macroeconomic overlay. The fundamental research includes consideration of stock valuation, business quality and future catalysts.
To manage risk, the Fund will capture returns through a diversified portfolio of global equities over the cycle. The fund has an agnostic approach to foreign exchange exposure and as such has no intention to engage in currency hedging. The fund will not participate in short-selling or derivatives.
Don’t miss out on this in-person opportunity to connect and discover more in a relaxed setting. See you there!
Event Venue & Nearby Stays
167 Alexandra Parade, 167 Alexandra Parade, Alexandra Headland, Australia
AUD 0.00
