Fairlight Global Small & Mid Cap Hedged

PIM0941AU

Fairlight Global Small & Mid Cap Hedged PIM0941AU Strategy

The Fund takes a bottom up approach to investing with deep fundamental research of both the quantitative and qualitative aspects of investee companies. The Fund is benchmark unaware as the Investment Manager believes this unconstrained approach allows maximum flexibility to pursue attractive risk adjusted investments. The intention of the Fund is to hold high quality businesses that generate attractive returns on capital employed through a full market cycle with low levels of debt, managed by competent executive teams that are highly aligned.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

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Listed Investment Companies monthly performance: January 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Hyperion Asset Management named Fund Manager of the Year

Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
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Why small caps could shine bright in 2025?

Small caps are currently trading at a substantial discount compared with their large-cap counterparts.

Morningstar Investment Ideas

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