The Fund


The Sustainable Dividends Value Fund offers prospective investors access to a diversified, yet concentrated portfolio of companies listed in Europe. Equities with a dividend yield offer opportunities with significant return potential. Crucially, given the diversity and complexity of this asset class, the Manager believes specialist knowledge is essential in order to identify, analyse and value the most attractive investment opportunities. The Fund seeks to invest in companies with sustainable competitive advantages operating in defensible and growing niche markets, allowing them to generate high returns on capital. The Fund intends to invest only when these businesses are available at a significant discount to their estimated intrinsic value. Key selection criteria include dividend yield, cash flows, a strong balance sheet and aligned management teams who are building their business for the long-term.

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