They are generally attracted to companies with a historically strong dividend payout, usually trading on a significant discount to the market. However, the fundamental research focuses on the sustainability of this dividend, and so investments are into quality, cash generative companies with strong capital discipline.
This combination of value, income generation and franchise strength has, since inception, produced superior risk-adjusted returns for the team.
The fund invests geographically in a narrow range, there is an increased risk of volatility which may result in frequent rises and falls in the Fund's share price.
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