Aus equity specialist managers join charity “fund | Australian Markets

Charitable “fund of funds”, the Third Link Growth Fund, has added a additional three Australian equity specialist managers to its underlying portfolio.

Australian Eagle Asset Management, Chester Asset Management and Firetrail Investments join 11 different managers in contributing their chosen equity fund to the Third Link Growth Fund’s portfolio and enhance its lively management roster.

“We’re thrilled to welcome Australian Eagle, Chester, and Firetrail to the Fund. Their inclusion strengthens what is now a stellar line-up of investment managers,” Founder and Portfolio Manager of the Third Link Growth Fund, Chris Cuffe AO, mentioned.

“By leveraging their experience, we intention to boost investment efficiency for our buyers, whereas persevering with to assist our nominated charities by way of the beneficiant rebate of all management and efficiency charges.

“We look forward to building strong relationships with these managers to drive long-term returns and deliver real social outcomes through ongoing charitable support.”

Australian Eagle Asset Management has introduced its Australian Eagle Equities Fund through its distribution accomplice, Montgomery Investment Management, to the Third Link Growth Fund, offering buyers publicity to a portfolio of high-quality and undervalued 25 to 35 large-cap Australian listed corporations.

“We’re proud to contribute to the Third Link Growth Fund with a strategy that has consistently delivered excess returns over more than two decades,” Sean Sequeria, Chief Investment Officer at Australian Eagle Asset Management, mentioned.

“This is a rare opportunity to combine investing excellence with a greater purpose and supporting the community.”

Chester Asset Management has delivered its award-winning Chester High Conviction Fund, offering buyers with entry to a concentrated portfolio of high-conviction stocks that search to outperform the S&P/ASX 300 Accumulation Index – and has achieved so for over a decade since inception.

“We are thrilled to be part of the Third Link Growth Fund and support its dual mandate of returns and impact,” Rob Tucker, Portfolio Manager at Chester Asset Management, mentioned.

“We are proud to contribute to a fund with such a meaningful purpose.”

Firetrail Investments has supplied entry to its Firetrail Australian Small Companies Fund, offering buyers the chance to back “under-researched” corporations exterior the S&P/ASX 100 that show long-term growth potential.

“Firetrail is excited to be partnering with the Third Link Growth Fund on what is a great initiative to deliver strong investment returns whilst simultaneously giving back to the community,” Matthew Fist and Eleanor Swanson, Portfolio Managers at Firetrail Investments, mentioned.

The Third Link Growth Fund has now donated over $23 million to not-for-profit organisations and generated over 9.4 per cent each year (web of charges) for buyers.

Its 14 underlying managers and portfolio funds now embody:

• 1851 Capital – 1851 Emerging Companies Fund
• Australian Eagle Asset Management (through Montgomery Investment Management) – Australian Eagle Equities Fund
• Auscap Asset Management – Auscap Ex-20 Australian Equities Fund (Ex-20 Fund)
• Chester Asset Management – Chester High Conviction Fund
• Cooper Investors – CI Australian Equities Fund
• DNR Capital – DNR Capital Australian Equities High Conviction Fund
• ECP Asset Management – ECP Growth Companies Fund
• Eiger Capital – Eiger Australian Small Companies Fund
• Eley Griffiths Group – Eley Griffiths Group Mid Cap Fund
• Firetrail Investments – Firetrail Australian Small Companies Fund
• Greencape Capital – Greencape Capital High Conviction Fund
• L1 Capital – L1 Capital Catalyst Fund
• Lennox Capital Partners – Lennox Australian Small Companies Fund
• Pengana Capital – Pengana Emerging Companies Fund