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What do we do?
We manage a global equity, long only portfolio of 30-40 stocks specialising in both growth and value investing with a RI/Sustainability overlay.
How long have we been around for?
Our strategy has existed for over 17 years and the investment team have been together for the past 9, with Pella officially being established 3 years ago.
What are our goal?
Our goals simply is to beat the market on returns, volatility, and sustainability consistently.
What are our fees?
Fees are 65bps management fee with a 15bps outperformance of benchmark.
What is does our segmentation strategy do?
It allows for the fund to outperform across various market conditions.
What does “Core” mean in our segmentation strategy?
Core is 60-80% of the portfolio and targets stable and reliable growth.
What does “Cyclical” mean in our segmentation strategy?
Cyclical is max 30% of the portfolio, and targets companies who can take advantage and respond to changing short term cyclical conditions.
What does “Innovation” mean in our segmentation strategy?
Innovation is max 20% of the portfolio, this is the team’s best ideas of fast growing, disruptive businesses.
What are the 3 key points to our valuation discipline?
We look at Growth, FCF Yield and Risk to provide full picture of investment.
Our definition of ESG/RI?
We believe that ESG/RI is the financial risk to a business in the long term.
