The i Capital International Value Fund (ARSN 134 578 180) primarily invests in a managed portfolio of securities, which includes shares, stocks, warrants and bonds, issued by companies listed on / in 43 stock markets globally.
The fund is designed for investors seeking to gain capital appreciation with minimal risk and margin of error over a long term.
Investment Style and Philosophy
We term our investment philosophy as “Intelligently Eclectic”. It is primarily based on the time-tested value investing philosophy. We will select a company where there is a disparity between the company’s market price and its intrinsic value.
Unlike conventional value investing, we adapt our value investing philosophy, incorporate key macro-economic factors and take into account the country that the fund is investing in when we invest globally.
Our research and experience tell us that different countries and stockmarkets with different economic, political and corporate structures may demand different investment approaches. We believe that incorporating key macro-economic variables and structures in our investment philosophy plays an essential part in our value investing framework. The objective is to obtain a sound investment framework that allows us to have a clear perspective of how economies, markets and sentiment interact and how this interaction influences the fund’s investments. We believe that our “Intelligently Eclectic” value investing philosophy provides us with an edge in identifying investment opportunities for the fund.