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Overview of the Fund What we like about the companies in our portfolio Company case study Keen to learn more about this Fund?

Overview
of the Fund

What we like about the
companies in our portfolio

Company case study:
Alphabet

Keen to learn
more about this Fund?


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Overview of the Fund

Overview of the Fund


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What we like about the companies in our portfolio

What we like about the companies in our portfolio


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Company case study

Company case study: Alphabet


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Keen to learn more about this Fund?

Keen to learn more about this Fund?


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One of the major benefits of investing internationally is the diversification you can achieve through being able to access important global sectors and themes which are unavailable in New Zealand and Australia. It is a world rich in opportunity!

In many countries around the world, successful businesses are employing unique strategies to grow their profits and achieve a competitive advantage. We travel the world to find these companies and have built a portfolio that would be difficult for an investor to build in their own right. These companies might be overlooked by New Zealand investors as being unfamiliar, too difficult to research or simply too far away.


Company case study

Ashley looks at Alphabet, the parent company of tech giant Google

Alphabet

What does it do?
Alphabet is the holding company that owns Google, the world's leading internet search provider and the largest global advertising platform.

As consumers spend more time viewing media on their mobile devices and less on traditional formats (TV, radio, newspaper), advertisers are increasingly moving ad budgets to these new forums.

Why do we own it?
We believe they are still in the early stages of monetising their dominance in search. They still have room to improve the monetisation of Google Maps and mobile search.

Furthermore, YouTube is going from strength-to-strength as faster broadband speeds have resulted in a boom in mobile video consumption. We believe Alphabet provides a very compelling investment candidate and we expect the company to grow its earnings significantly faster than the market over the next 3-5 years.

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