EFM Global Alternatives Growth Fund

 

Fund Investment Approach

 

EFM Global Alternatives Growth Fund (“EFM GAG”) is a specialist deep-growth alternative equities fund, with a global mandate. The fund has been operating on a soft-launch basis since the beginning of 2021.

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EFM GAG is a high-conviction, co-mingled fund, comprising existing and emerging industry leaders and differentiated by participation in both private and publicly listed equities.

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It seeks to leverage the manager’s unique competitive strengths in the areas of: e-financials, technology, and specialist knowledge in sports wagering, Blockchain, AI, machine learning, bio-tech, and healthcare.

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We take a “lifecycle” approach to our investments, giving them attention from “cradle to success”. We treat our investments as if we own part of the business, not just as a share price.

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We maximise the benefits of compounding returns, domain expertise and specialised access.

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Portfolio Construction

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Typically holds 20-30 investments. Gearing used to maximize exposure to preferred public names.

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Each investment is selected based on its potential to deliver superior returns, over a 3-5 year horizon.

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Typically, 70% of portfolio invested in public listed assets and 30% in mid-to-late stage private equity assets.

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Hedging is used to cushion volatility and allow long term participation in portfolio longs. Most commonly used instruments are exchange traded futures and options.

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The fund may take short positions in individual stocks and in broad based products.  The fund will typically be between 50-100% net long, and occasionally 0-150% net long (when deemed appropriate).

How to invest

Please click here to request a copy of the fund documents.