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Asian Equity Funds

Shanghai
CRUX Asia ex-Japan Fund

Fund Opportunity

Central to the CRUX Asia ex-Japan fund is an investment philosophy which focuses on active investing for the long-term, on a 3-5years+ basis. This longer than average time frame allows the investment team to analyse consumer trends, identify behavioural biases and exploit market inefficiencies, often overlooked by the market who typically forecast earnings over a 2-year period. The fund manager seeks companies that will double their revenue earnings over a 3–5-year period and is unconstrained by the benchmark in terms of stock, country and sector exposure.

Shanghai
CRUX China Fund

Anticipated Fund launching on the 8th October 2021

Fund Opportunity

Central to the CRUX China Fund is an investment philosophy which focuses on active investing for the long-term, on a 3-5years+ basis. This longer than average time frame allows the investment team to analyse consumer trends, identify behavioural biases and exploit market inefficiencies, often overlooked by the market who typically forecast earnings over a 2-year period. The fund manager seeks companies that will double their revenue earnings over a 3–5-year period and is unconstrained by the benchmark in terms of stock, country and sector exposure.

European Equity Funds

Euro car
TM CRUX European Fund

Fund Opportunity 

Europe continues to be home to attractive investment propositions with the potential to deliver good long-term returns. The TM CRUX European Fund identifies high quality businesses, which hold their own within global markets, are cash generative and have the ability to dominate their niche, run by management with a good track record for success.

The TM CRUX European Fund complements the TM CRUX European Special Situations Fund, meeting demand for a vehicle which adopts the same tried and tested strategy whilst offering greater exposure to European large cap stocks.

British racing car
TM CRUX European Special Situations Fund

Fund Opportunity

 

The TM CRUX Special Situations Fund seeks to identify and invest in:

  1. Companies that have high barriers to entry and strong pricing power, enabling them to generate robust earnings with growth potential;
  2. Businesses that are not highly capital intensive where the return on capital employed exceeds the cost of capital;
  3. Companies with strong free cash flow and higher dividend yields than usual;
  4. Businesses that have relatively conservative valuations against their peer group and the market, because if valuations are high, it is considerably harder to exceed expectation; and
  5. Businesses where management has its own money invested.
Euro car
CRUX (Lux) European Special Situations Fund

Fund Opportunity

The CRUX (Lux) Special Situations Fund seeks to identify and invest in:

  1. companies that have high barriers to entry and strong pricing power, enabling them to generate robust earnings with growth potential;
  2. businesses that are not highly capital intensive where the return on capital employed exceeds the cost of capital;
  3. companies with strong free cash flow and higher dividend yields than usual;
  4. businesses that have relatively conservative valuations against their peer group and the market, because if valuations are high, it is considerably harder to exceed expectation; and
  5. businesses where management has its own money invested.
racing car
CRUX (Lux) Pan-European Growth Fund

Fund Opportunity

The CRUX (Lux) Pan-European Growth Fund follows an investment strategy based on the Investment Manager’s analysis of fundamentals of companies and their future earnings and cash-flows. The Fund has a concentrated portfolio of exposures in Europe including the UK.

UK Equity Funds

landover
TM CRUX UK Core Fund

Fund Opportunity 

The TM CRUX UK Core Fund seeks to preserve and enhance the real value of capital. It does so by investing in businesses that we believe will become more valuable over time. These are businesses with decent economics, sustainable business models and, most importantly competent honest management teams. Ultimately we aim to be a consistent, reliable fund for investors seeking exposure to the UK stock market.

Vintage Green Car
TM CRUX UK Special Situations Fund

Fund Opportunity 

The TM CRUX UK Special Situations Fund favours shares which it considers to be undervalued due to the specific situation of the relevant company, its group and/or any member of its group. It may be that the relevant company is subject to recovery action, management change, strong potential growth, is undervalued or is refinancing or it may hold assets which the Investment Manager considers to be undervalued. The Investment Manager is not restricted in its selection of investments for the Fund by any geographic or industry specialisation.