The Vestigo Investments Discovery Fund aims to deliver strong investment performance supported by thorough research and a disciplined valuation framework. It focuses on identifying undervalued, high-quality companies with significant growth potential to provide investors with consistent long-term returns.
The investment strategy includes:
- Undervalued opportunities – Targeting overlooked high-quality companies with potential for structural alpha as they undergo price re-ratings.
- Growth compounding – Leveraging long-term growth opportunities to generate compounding returns.
The Fund constructs a well-diversified portfolio of over 40 stocks, focusing on developed markets in the MSCI World Index and South Korea, while minimizing cash holdings to 20% and avoiding leverage except for currency hedging.
Vestigo Investments Pty Ltd, the Fund’s investment manager, is a wholly owned subsidiary of Vestigo Investments Holdings Limited. Founded in 2023 by Gino Rossi and other investors, Vestigo Investments is committed to providing independent and performance-driven investment solutions.
The Fund is structured as an unregistered managed investment scheme, with One Fund Services Ltd as trustee, One Managed Investment Funds Limited as custodian, Unity Fund Services Pty Ltd as administrator, and One Registry Services Pty Limited providing registry services.
To request a copy of the Fund’s Information Memorandum or for further details, please contact Gino Rossi at rossig@vestigoinvest.com.au or call 0411 090 777.