Curate Global Value Equity Fund
This fund is designed for investors who want exposure to the value style in global stock markets. It has the potential to deliver high levels of return over long periods.
Why invest in this fund?
- A specialist portfolio of global shares.
- Invest in undervalued companies that are out of favour.
- The value style has been proven to contribute to outperformance over time.
- Ideal as part of a diversified global portfolio.
Managed by
Lyrical Asset Management
Operating out of New York, Lyrical was founded by 2 long-term friends who studied together in the 1980’s and have shared their investment journey ever since.
Through carefully analysing the cheapest shares across the world, Lyrical’s aim is to find the Gems Amid the Junk™.
The firm looks to identify good-quality companies with understandable business models, building portfolios that look and perform very differently to the general market.
Fund objective
As part of Curate’s specialist global range, this fund is designed to invest in a portfolio of shares classified as “value shares”. This means their share prices are below what the manager believes the companies are worth. Over time, this is one of the most proven investment styles, as investors benefit when share prices revert upwards as the market recognises their true value.
Investment Philosophy
When Lyrical is looking for new investment ideas, it focuses only on shares in the cheapest 20% of the market. They believe these shares have the greatest potential to deliver high returns over time. However, the firm wants more than just a low price. It searches for quality companies that it believes are temporarily undervalued and invests only in businesses with low levels of debt, high returns on capital, and business models that it is confident it can understand.
Fund related risks
investments in this portfolio can move up and down substantially. It is not suitable for investors who want to avoid variable returns over shorter periods. Extreme events could have a particularly large impact.
