OVERVIEW
Our Fund
The Hayborough Opportunities Fund is a long only, small cap Australian Equities Fund. Typically, the fund is invested in a portfolio of 20-40 high quality, small to mid sized ASX listed equities.
The objective of the Fund is to provide investors with superior absolute returns over the long term by owning high quality companies run by passionate, trustworthy and intelligent leaders when there are differences between our estimate of underlying business value and the publicly traded price.
We believe that small to mid sized ASX listed companies exhibit a greater degree of pricing inefficiency over their larger counterparts, which can cause a large variation between a company’s trading price and our assessment of a company’s market value.
PERFORMANCE
* Inception date 1 March 2021
** Performance figures are reported after all fees and expenses, and past performance is not a reliable indicator for future performance.
HAYBOROUGH NET RETURN ON $100,000 SINCE INCEPTION
OUR MISSION
Investment Philosophy
The Hayborough Investment philosophy rests on both qualitative and quantitative factors in support of our overall goal of delivering superior absolute returns. Our core philosophy rests on our five pillars process which includes the following;
We invest in businesses and industries that we understand. By sticking to our circle of competence, we reduce the margin for error and hope to exhibit a deeper understanding of the business and its core earnings drivers.
We invest in operators and boards who think and act like true owners of the business, who exhibit a strong track record in creating value and who are aligned with shareholders via personal investments in their business.
We believe that often the best assets a business possesses are its people. We invest in businesses that exhibit a strong cultural advantage over their competitors, believing that motivated and engaged staff will drive repeat customers and subsequently, higher company returns.
We prioritise cash returns on capital employed and the ability for the company to reinvest those cashflows at high rates of return.
We employ a rigid valuation strategy that is all encompassing to include a wide range of valuation techniques as well as balance sheet flexibility.
INVESTMENT FUND
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The fund is currently open to new investors. Our team have significant personal investments in the fund to align our interests with yours.
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Investor Portal
Access the latest investment performance reports and other important financial information through our secure investor portal managed by Hayborough Investment Partners’ Trustee William Buck.
INSIGHTS
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FUND ACCESS
Platform Availability
If your platform not listed here, please contact us and we will request to make our fund available.
RESEARCH
The Hayborough Opportunities Fund is Approved by Zenith Investment Partners and rated Favourable by SQM RESEARCH, reports have been prepared for financial advisers and wholesale clients.