As at 30 April 2022. Returns are for Australian dollar “Z” Class shares, net of all fees and exceptions.
*Past performance is not indicative of future performance. Refer to the relevant Private Placement Memorandum for all relevant information about fees and exceptions.
An activist investment strategy applied to undervalued companies, that few investors have the capacity to implement themselves, to realise the value.
Positive returns over the medium to long term (three to five years).
Offshore investors have the choice of investing in four classes of shares, with each class having different terms. Class A, B, C shares require a minimum initial investment of US$1,000,000, and Class Z shares a minimum initial investment of A$1,000,000.
The fund primarily invests in ASX-listed companies. It can also invest up to 15% of its capital internationally and may use takeover offers as part of its investment approach. The focus is on investing in small to medium-sized companies and a concentrated number of them, typically around 20 to 25 companies.
An active engagement strategy is hands on and a concentrated portfolio allows Sandon Capital to take strategic positions and pursue them with the related Boards to realise significant value and returns.
A proportion of the fund is held in cash in readiness for value investment opportunities, or if considered a better alternative to being invested at that point.