LEARN ABOUT
The QVG
Opportunities Fund
QVG Opportunities Fund
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
INVESTMENT MANAGER QVG Capital Pty Ltd
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 HOLDINGS 20 – 40
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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