TOL - 14th Feb, 2024
10 to 15 of the world’s best companies in one ASX-listed fund
The Claremont Global Fund is now available on the ASX as an exchange traded managed fund (ETMF).
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Bob Desmond and the team at Claremont Global have a simple mission. They want to build a portfolio of ten to fifteen of the world’s best businesses and own them for long periods.
Concentration is often confused for being riskier; however, the data from Claremont Global shows that the portfolio is resilient in down markets and outperforms when markets are rising.
Since the fund was launched, it has delivered alpha or excess returns above its benchmark in each rolling five-year period.
“You want to concentrate your capital on your best ideas. I’ve never understood why you would want a portfolio of really good stocks and a long tail of 20 or 30 average stocks,” says Desmond.
According to Desmond, the caveat is that you must be in the highest-quality stocks, which is the philosophy underpinning the Claremont Global investment strategy.
As a result of client demand and the growing preference for investors to use exchange-traded managed funds (ETMFs), the Claremont Global Fund is now available on the ASX.
In this Fund in Focus, Bob Desmond, Portfolio Manager at Claremont Global, provides an overview of Claremont’s philosophy and performance and how investors can access more information.
The Claremont Global Fund is now available on the ASX
- ASX:CGUN - Claremont Global (Managed Fund)
- ASX:CGHE - Claremont Global (Hedged) (Managed Fund)
Timestamps
- 0:00 - Introduction
- 0:22 - Why Claremont Global is launching an exchange traded managed fund (ETMF)
- 1:31 - The Claremont Global investment philosophy.
- 4:15 - Characteristics of the world’s best businesses.
- 5:00 - The case for a concentrated portfolio
- 5:51 - Performance
- 7:06 - More information
Learn more about Claremont Global's ETFs
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