Noontide Investments is a value investor with a focus on ‘special situations’.
The Noontide Opportunities Fund invests in primarily small cap companies purchased at valuations that the manager believes offer a ‘margin of safety’.
The Noontide High Conviction Fund holds a highly concentrated portfolio of securities.
High Conviction Fund
The Fund returned 5.7% for the Financial Year. The portfolio is concentrated in a small number of positions that have displayed very little correlation to the market. The primary driver...
The Fund returned 21% for the financial year. Over the last five years the fund has achieved a return of 19.2% p.a. The largest contribution to this return has been...