@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..
