Overview

Join us at Oaks Hotel for the Sharpbridge Funds Management Info Event—get the lowdown in person!

Join Us at the Sharpbridge Funds Management Information Event!

We're excited to invite you to an in-person gathering at the beautiful Oaks Hotel & Resort. This is a great chance to dive into the latest insights on funds management, connect with like-minded folks, and get your questions answered face-to-face. Don’t miss out on this

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!