Opportunities Fund

QVG Opportunities Fund

We founded QVG Capital with the aim of delivering strong absolute returns by investing in smaller Australian listed companies; a segment of the market we know well.

While returns can never be guaranteed, we have developed the QVG Opportunities Fund with the right building blocks to allow us the best possible opportunity to provide superior returns for our investors and ourselves. This includes a singular focus on our core competency in small cap investing with an eye to liquidity and capacity management and a philosophy and process that has withstood the test of time.

Our goal is to deliver strong absolute returns to our investors while remaining aware of the risks inherent in the space in which we invest. We believe our alignment and incentives – via our personal investment in the fund, and the fee structure – are consistent with this goal.

Key Features of the Fund

FUND NAME  QVG Opportunities Fund

PORTFOLIO MANAGERS  Tony Waters & Chris Prunty
INVESTMENT STYLE  Long-only smaller companies
RETURN OBJECTIVE  To deliver strong absolute returns and outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling 3 year periods
STOCK LIMIT  Less than 10% at cost
INVESTOR ELIGIBILITY  Wholesale or ‘sophisticated’ investors only
MINIMUM INVESTMENT  $250,000 (unless otherwise agreed)
BENCHMARK  S&P/ASX Small Ordinaries Accumulation Index
LIQUIDITY  Daily Unit Pricing, Applications and Redemptions

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