Fundamental internal research, coupled with a disciplined cost of capital valuation approach, are the engines behind performance The Fund's performance is typically compared with the S&P 500 Index over a full-market cycle. The S&P 500 Index is for comparison purposes only and is not the official benchmark of the Fund.
The investment strategy of this Fund focuses on US equity markets which presents a significant degree of risk because of the volatility of these markets. The value of the securities in the portfolio can be affected by daily stock market movement factors such as corporate events, company earnings, political events, and economic news and may impact the value of the Fund’s investments. The Fund’s exposure to growth may result in periods of high short-term volatility.
The fund is authorised for sale in Luxembourg, Austria, France, The Netherlands, Finland, Switzerland, The United Kingdom, Sweden, Norway, Germany, Italy & Spain.
The investment manager of the fund is Edgewood Management LLC, an employee-owned, New York-based investment manager that focuses on its core strategy of investing in large capitalisation companies primarily based in the United States.
To discuss investment opportunities or learn more about Aravis Capital's distribution and capital introduction services, please contact Rubeena Hossenbocus, Director of Sales.
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Rubeena Hossenbocus
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'Aravis Capital Limited is authorised and regulated by the Financial Conduct Authority (FRN 1015146). Aravis Capital Limited is registered in England and Wales (no. 09919517), its registered office is 123 Pall Mall, St James’, London, SW1Y 5EA.
This Website is issued by Aravis Capital Limited and is for information purposes only, it is not an offer or solicitation to invest in any Aravis associated fund.