07 5644 4400
Level 12, Corporate Centre One
2 Corporate Court. Bundall Qld 4217
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FUNDS & LISTED COMPANIES
Pooled access to our philosophy.
For investors who prefer pooled structures, or don't yet meet the Private Wealth sophisticated investor requirements, the funds and listed companies within the group provide access to the same quality growth approach through different entry points.
the approach
Same philosophy. Different access points.
Every fund and listed company we manage is built on the same conviction: the economics of a business drive long-term returns. The same research engine. The same quality-franchise framework. The same concentrated, long-term approach.
Private Wealth offers individually managed accounts for families with $1 million or more. But not everyone is ready for that relationship, and not everyone needs it.
The funds and listed investment companies associated with the group provide an alternative: pooled structures that give investors access to the same philosophy, the same portfolios, and the same research engine, without the minimum required for a personal mandate.
LISTED COMPANIES
Exchange-traded access.
Our listed investment companies can be bought and sold on the ASX or LSE through any broker or adviser. No minimum investment. No application required. Simple, liquid, exchange-traded exposure to our approach.
Flagship Investments Limited (ASX: FSI)
Strategy: Australian Growth Companies
Long-term exposure to a concentrated portfolio of quality Australian growth companies across the market cap spectrum.
ECP Emerging Growth Limited (ASX: ECP)
Strategy: Australian Emerging Companies
Focused on Australian small and mid-cap companies in the earlier stages of their growth lifecycle. Higher growth potential, higher volatility same quality lens.
Global Masters Fund Limited (ASX: GFL)
Strategy: Global Growth Companies
A global equities portfolio anchored by a significant holding in Berkshire Hathaway, alongside a curated selection of quality international businesses.
Athelney Trust plc (LSE: ATY)
Strategy: UK Smaller Companies
A UK investment trust investing in smaller, high-quality UK-listed companies. Listed on the London Stock Exchange.
UNLISTED FUNDS
Wholesale fund access.
For wholesale investors who prefer an unlisted structure, our funds provide access to the same strategies and research engine. These require a minimum investment of $500,000 and are available via application.
ECP Growth Companies Fund
Strategy: Australian Growth Companies
A concentrated portfolio of quality Australian growth companies, managed using our quality-franchise philosophy. Distributed by Copia Investment Partners. Available to wholesale investors.
ECP Global Growth Fund (Aust)
Strategy: Global Growth Companies
Global portfolio of quality growth businesses across developed and select emerging markets. Issued by EC Pohl & Co RE Limited. Available to wholesale investors.
ECP Global Growth Fund (UCITS)
Strategy: Global Growth Companies
The same global strategy, structured via ECP ICAV for European investors seeking UCITS-compliant access.
TM SDL UK Buffettology Fund
Strategy: UK Equities — Buffett-Inspired
UK equities selected using Business Perspective Investing, directly inspired by Warren Buffett's principles. Managed by Sanford DeLand Asset Management.
HOW TO INVEST
Getting started.
Shares can be bought and sold directly on the ASX or LSE through any broker or adviser. Visit each company's website for the latest NTA, holdings, and reports.
Contact us or the relevant distributor to request a Product Disclosure Statement and discuss eligibility. Wholesale investor certification is required for a minimum investment of $500,000.
If you're unsure which structure suits your circumstances, we're happy to have a conversation. For investors approaching $1 million, Private Wealth may be a better fit.
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