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| Fund Overview | Our investment objectives are: 1) To minimise the risk of permanent capital loss 2) Generate a net return of 10% through the economic cycle An unconstrained, concentrated approach focused on superior risk-adjusted returns. The investment strategy: - targets long-term capital growth in a prudent manner, with an emphasis on capital preservation and low volatility in returns - aims to outperform in markets where equities are down - diversifies investments across asset classes and duration to reduce risk while maintaining relatively concentrated exposure to attractive investment opportunities - is an application of the Manager's investment process, that has no institutional constraints and is completely benchmark unaware |
| Manager Comments | In July, the Fund benefited from its exposure towards previous metals which appreciated strongly over the month. Gold rose over 8% while silver rose by approximately 30%. Datt Capital believe much of the rise in precious metals has been driven by a shift in investor preference towards real assets as a consequence of monetary stimulus & debasement being experienced around the globe. They also believe an increase in authoritarianism and subsequent rise in government distrust is driving sentiment towards portable, durable and private real assets. Datt Capital noted they remain oriented towards growth opportunities and special situations where they feel there remains considerable upside despite the forecast weaker macroeconomic environment. They continue to find interesting opportunities, however, they feel caution is warranted going forward. |
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