Investment region: New European Union countries and accession countries.
Long-only equity fund that focuses on growth elements in investee companies and invests in limited number of carefully selected companies.
The Fund does not follow any particular index.
Focus: growth companies; companies that have the potential to offer, in the mid to long-term sales and profit growth above regional GDP growth rates. The Fund targets companies in specific countries and sectors where the catch-up potential with the developed world is the highest. These are typically leading companies in their respective sectors that are likely to keep or even increase their market share.
Goal: finding the most attractively valued companies relative to their growth potential that are likely to yield better-than-market long-term returns while keeping the volatility of the Fund close to the average market volatility.
The Fund holds approximately 20-25 different securities that the Fund Manager sees as offering the best growth potential in the target markets.
Investments are based on a beneficial risk-return relationship and thorough analysis of the individual companies that considers the fundamental value and growth potential of the company against the current market price.