The Level 18 Fund’s flexible investment mandate has played a key role in the long-term track record of outperformance. The Fund has an index-unaware investment mandate with the ability to rotate capital between investments without reference to an index or sector weighting. We see the flexible mandate as a significant advantage for unit holders. Our stock selection technique hasn’t changed since day one. We prioritise investments with strong balance sheets, earnings growth, sustainable free-cash flow and discounted valuations.
Level 19
25 Bligh St, Sydney NSW 2000, Australia