Eley Griffiths, page-41

  1. 298 Posts.
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    @peejay2. Correct. Schroders Private Equity is not overly weighted to the US. See snip from PDS below.
    Also like your picks on the other 3 x funds > Hyperion Small Coys, Auscap L/S, Pengana Special Situations and Medallion Aust Funds. Although I haven't done too much research on the latter. It does fall within my tick boxes.
    • Style Agnostic.
    • Sector Agnostic.
    • Fund is not too big in size. Small and nimble. Easier to enter and exit positions.
    • Fund Manager(s) are invested along side retail investors. Skin in the game.
    • Stock pickers, not index huggers.
    • 20-40 holdings in the portfolio is a nice balance between concentration and diversity.

    But the proof will be in the pudding as they say. It all comes down to performance..

    https://hotcopper.com.au/data/attachments/6429/6429761-00850503b613d98c4676e6a790cf0395.jpg
 
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