Contact Us



PO Box 916,
Milsons Point, NSW 1565

Online Enquiry

Please call me back
* Required fields
A fresh approach to value investing in
undiscovered, quality businesses.



We are high conviction value investors who believe that some businesses are inherently better than others. In our experience human behavioural biases tend to repeat over time which creates opportunity for those who can adapt their own thinking to do the opposite to the crowd.


Our objective is to invest in high quality businesses with sustainable competitive advantages (moats) which are trading at a large discount to their risk adjusted true worth, their intrinsic value.


If compelling investments cannot be identified, the fund will remain invested in cash.