Esk Global Equity Fund - Fund at a Glance
Aims and Objectives - Long-term capital growth from an actively managed portfolio of international equities. The focus of the Fund is on larger capitalisation companies (market capitalisation in excess of $5billion) listed on recognised exchanges in developed markets. No specific geographic limitations are imposed, but a 15% maximum is applied to UK companies.
Strengths of the Fund:
Biased to large cap and quality companies, completely unconstrained by sector or geography. Hard currencies only.
◆ International investing
An international equity fund in which GBP assets are kept to a minimum
◆ Investment style
Manager runs winners and cuts losers - slight bias to momentum investing
◆ Large company bias
Focus on larger organisations to support liquidity and transparency.
◆ Investment companies
Occasional use of investment companies to gain broader exposure to other markets.