International Growth Fund

Investment Objective

Our Investment Fund objective seeks to achieve long-term growth of capital. The management team identifies a well-diversified portfolio of competitively advantaged businesses with sustainable, above-average earnings growth.

Fund Overview

The Fund seeks to invest in a portfolio of broadly diversified equity securities of issuers in the United States of America, Switzerland, United Kingdom, a selection of European Union Countries (Germany, Spain, Ireland, Scotland, Norway, Sweden, Finland, Denmark, Netherlands, Poland, Belgium), and subsequently on an opportunity arising and case by case basis in Canada, Australia, Japan, South Korea and SADC countries excluding Mauritius.
 
The advisor has agreed to waive fees and reimburse expenses to ensure that the total annual operating expenses do not exceed 2%

International Growth Fund

  • Concentrated portfolio of high-quality  growth companies
  • Focused on companies with high returns on capital
  • Low portfolio turnover with long-term holding periods

GLIGX

Symbol

GLIGX
Holdings

30 - 40
Bench Mark

S&P 500® Index
Minimum Investment

$ 5,000 USD
Liquidity

Monthly

  

Approach

The portfolio management team will monitor risk to build a well­ diversified fund with overweight and underweight positions in the various sectors or geography based on their views of the market and economy. The portfolio management team uses an intensive fundamental research process to identify companies that it believes have certain attractive characteristics, which typically reflect an underlying competitive advantage.

Those characteristics include:
(i) consistent and sustainable high return on capital,
(ii) strong earnings growth and free cash flow generation,
(iii) strong balance sheets typically with low or no net debt to total capital and
(iv) competent and shareholder-oriented management teams.

The Fund invests in companies that the portfolio management team believes have a sustainable competitive advantage within an industry with high barriers to entry. The portfolio management team believes that consistent earnings growth is the primary driver of intrinsic value growth and long-term stock price appreciation.

Portfolio Managers

  • Heinrich Grobler, CPA

    Portfolio Manager,
    Chief Investment Officer

  • Hannes Louw, CFP®

    Portfolio Manager

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Related Materials

  • Account Access
  • Fact Sheet
  • Holdings
  • Statuatory Prospectus
  • Applications & Forms

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Jurisdiction

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Potential Risks

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