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| Manager | |
| Fund Name | |
| Strategy | |
| Latest Return Date | |
| Latest Return | |
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| Latest 12 Months | |
| Latest 24 Months (pa) | |
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| FUM (millions) | |
| Fund Overview | The main driver of identifying potential investments will be bottom up company analysis, however macro-economic conditions will be considered as part of the investment thesis for each stock. |
| Manager Comments | Top contributors in October included Dicker Data, ARB Corporation, Opticomm, Eager Automative, People Infrastructure and NRW Holdings. The main detractors for the month was Coronado Global Resources which declined -22.0% following very strong performance in September. Glenmore don't believe the US election will influence the portfolio's composition materially. They noted that, while the outcome will almost certainly increase volatility for stocks in the short term, it has little impact on the earnings profile of the Fund's holdings. |
| More Information |
