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
Equity Trustees Limited (Equity Trustees) ABN 46 004 031 298 AFSL 240975 is the Responsible Entity for the GCQ Flagship Fund Class P ARSN 664 242 531 (the Fund). Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX:EQT). The investment manager for the Fund is GCQ Funds Management Pty Ltd AFSL 538513
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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.