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| Manager | |
| Fund Name | |
| Strategy | |
| Latest Return Date | |
| Latest Return | |
| Latest 6 Months | |
| Latest 12 Months | |
| Latest 24 Months (pa) | |
| Annualised Since Inception | |
| Inception Date | |
| FUM (millions) | |
| Fund Overview | The manager follows a disciplined, process-driven, and thematic strategy focused on five core investment strategies: 1) Growth stocks that are really value stocks; 2) Traditional deep value; 3) The life sciences; 4) Miners and drillers expanding production into supply deficits; 5) Global special situations; The manager uses a macro overlay to manage exposure, hedging in three ways: 1) Direct shorts 2) Upside exposure to the VIX index 3) Index optionality |
| Manager Comments | Frazis noted January's performance was broad-based. The Fund ended the month with 50 positions. Frazis continue to spot new opportunities, with many of the portfolio's best performers of late being positions made in recent weeks and months. Frazis discuss some of these companies in their latest report. Frazis believe there is a strong level of optimism in financial markets which they say is somewhat justified as $1.9 trillion of US Government spending is about to wash through markets while interest rates are unlikely to increase any time soon. |
| More Information |
