Overstone UCITS Smaller Companies Fund

This was our first introduction to the strategy. The manager is a part owner of the business and has been managing this strategy since 2012. The aim is to invest in around 20 to 25 companies. They look to invest in double digit compounders and deep value. So, this is a mix of companies that are great and are growing but are at a discount to the market, and those companies that are profitable but need something to happen to change the outlook.

Because this has a small number of holdings there are greater risks if something goes wrong – there have been three main holdings which have hit the performance; one of these cost the portfolio 16% in performance. The outcome from this was to fine tune the process to cut anything where the loss is greater than 10%….read more

Fund Facts Morningstar

Notes

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