We have a single value investing focused portfolio which operates under a unit trust structure. The portfolio primarily invests in small-cap companies on the ASX. We use NO leverage whatsoever and make equity only investments. We hold no short positions and do not day trade.
We run a concentrated, high conviction portfolio of between 5 and 15 stocks. Our portfolio is geared towards the long term, several of our investments are held over many years. The fund also features an investment earnings rollover, meaning all investment earnings are reinvested straight back into the fund to help compound our returns, listed below are our major holdings.
