Australian Equities

VF High Conviction Fund

 
 

The VF High Conviction Fund invests in a highly focused portfolio of listed companies (typically 10 – 40) that display attractive asymmetric payoff potential.

The Fund employs an 8% p.a. absolute return hurdle and invests with a capital preservation focus.  The fund has a strong focus on outperforming in down markets.

The Fund primarily invests across 3 key investment categories;

  • Corporate Reset / Restructure
  • Structural Growth
  • Cash / Low Volatility Income Streams

The Fund invests across the entire market cap spectrum and all industries, excluding the mining and energy sectors.

The Fund has a flexible investment mandate, invests without regard for index weights and may at times hold significant levels of cash.

The Fund is targeted towards Family Office, High Net Worth, SMSF and smaller institutional clients.