Strategies 2019-09-03T08:47:36+00:00

Investment Strategies

Mensarius Equity

Investor profile:

The Mensarius Equity Strategy is suitable for investors who:

  • Have a long-term and fundamental investor mindset
  • Want to diversify their portfolio
  • Look for an active investment manager unconstrained by benchmarks

Investment objectives:

  • To build long-term wealth for our investors by doubling the capital over a market cycle
  • Aim for all individual investments to provide an annualised return of 12% during the entire holding period

Strategy characteristics:

  • All-cap equity strategy with a proven strong downside capture
  • Unconstrained concentrated portfolio, typically between 20-30 holdings
  • Aim to deploy as much capital as possible after the investment opportunity has met our requirement of conviction and valuation
  • Low turnover, on average between 20% and 30% per annum

Mensarius Equity ex UK

Investor profile:

The Mensarius Equity ex UK Strategy is suitable for investors who:

  • Have a long-term and fundamental investor mindset
  • Want to diversify their portfolio
  • Look for an active investment manager unconstrained by benchmarks

Investment objectives:

  • To build long-term wealth for our investors by doubling the capital over a market cycle
  • Aim for all individual investments to provide an annualised return of 12% during the entire holding period

Strategy characteristics:

  • All-cap equity ex UK strategy with a proven strong downside capture
  • Unconstrained concentrated portfolio, typically between 20-30 holdings
  • Aim to deploy as much capital as possible after the investment opportunity has met our requirement of conviction and valuation
  • Low turnover, on average between 20% and 30% per annum

Mensarius Equity Strategy

Period ending: 31 August 2019 YTD 1 Year 3 Years* 5 Years* 7 Years* 10 Years* Since Inception*
Mensarius Equity Composite – Gross Return (%) 7.10 -8.62 5.17 5.83 8.58 10.11 5.56

Mensarius Equity track record refers to the gross performance of the composite Mensarius Equity Strategy.
Calculation Period: 31 December 2007 – 31 August 2019
*Periods greater than 1 year are annualised (%)


Mensarius Equity ex UK Strategy

Period ending: 31 August 2019 YTD 1 Year Since Inception*
Mensarius Equity ex UK Composite – Gross Return (%) 0.28 -12.28 1.08

Mensarius Equity ex UK track record refers to the gross performance of the composite Mensarius Equity ex UK Strategy.
Calculation Period: 16 December 2016 – 31 August 2019
*Periods greater than 1 year are annualised (%)

Please note that past performance is no indication of future performance.