New Capital is part of EFG Asset Management. For more information visit: www.efg.com
New Capital US Value Fund
Equity
Fund Objective
The investment objective is to achieve capital appreciation and income through investment in a portfolio of equity securities.
This is a focused value fund, seeking to buy US companies with high prospective earnings growth that are trading at lower valuations. The philosophy underpinning the strategy is that thorough fundamental research, allied with valuation discipline, gives investors the best chance of strong relative and absolute gains over the long term. The purchase of stocks on low multiples, relative to their earnings, is a key determinant of successful performance.
