About this Event
Sharpbridge Funds Management Information Event
Oaks Toowoomba Hotel - In Person
Join us for an informative and casual session at the Oaks Toowoomba Hotel, where you'll get the inside scoop on Sharpbridge Funds Management. It’s a great chance to connect face-to-face, ask questions, and learn all about what Sharpbridge can offer you.
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
25 Annand St, 25 Annand Street, Toowoomba City, Australia
AUD 0.00
