How to Invest
Investment Strategy
Our concentrated portfolio of approximately 20 companies represents a selection of the world’s best businesses.
The foundation of our investment process is industry analysis, targeting industries with substantial and enduring barriers to entry. These industries are typically monopolies, duopolies, or oligopolies. We also seek out firms with highly valuable brands and pricing power.
The GCQ investment team employs quality checklists to pinpoint industries and companies that fulfil our criteria. We concentrate our efforts on about 20 industries, encompassing around 200 companies that we meticulously research and monitor for performance and valuation.
We prefer investing in companies with growth potential that extends beyond a single geographic market. The vast majority of companies we analyse are global operators experiencing worldwide growth. The sole exception is businesses with a local monopoly in a rapidly growing industry.
Our team has extensive experience successfully shorting companies with dubious accounting practices or structurally flawed business models. While this comprises a smaller portion of our investment strategy, we opportunistically short sell companies we anticipate will face significant share price declines.
Disclaimer
Adminis Funds Limited (FSP1008007) (NZBN: 9429052179914) is the Manager and Issuer of the GCQ Flagship PIE Fund (the Fund). The investment manager for the Fund is GCQ Funds Management Pty Ltd AFSL 538513.
The information on this website is directed and available to residents of New Zealand only deemed to be Wholesale Clients under Schedule 1 of the Financial Markets Conduct Act 2013. The distribution of information to persons outside this criteria may be restricted by law and persons who come into possession of it should seek advice and observe any such restriction.
This information is intended to be general in nature and is not personal financial product advice. Any advice contained in this document is general advice only and has been prepared without considering your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs.
You should seek independent financial advice and read the relevant disclosure statements or other offer document prior to making an investment decision (including a decision about whether to acquire or continue to hold) about a financial product.
