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FUNDS
Safehouse Global Consumer Fund
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OVERVIEW

◆ The Safehouse Global Consumer Fund's primary goal is capital appreciation by investing in public equities.
◆ The fund is focused on the consumer sectors with no more than 40% of NAV invested in non consumer sectors.
◆ The fund is benchmark agnostic.
◆ The team utilizes a disciplined investment process based on fundamental analysis.
◆ The fund is long biased with the ability to have a maximum of 30% short exposure. No leverage is permitted.
◆ The fund's investment time horizon is typically > 2 years.

Risk Metrics

Risk Metrics
Performance

 

Monthly Returns

Returns

Additional Details

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Key Facts

Characteristics

Characteristics

Top-Tier Service Providers

Top Providers
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Philosophy

We are bottom-up investors. Our strategy revolves around six core pillars:

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Capital Preservation

Focusing on capital preservation is more important than generating significant gains

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Identity Change

Identifying businesses/industries undergoing change (positive or negative)

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Catalyst Driven

Establishing a sequence of events and catalysts that lead to value realization

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Focus on Management

Place disproportional weight on qualitative assessment of a management team's vision, track record, financial alignment and capital allocation strategy

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Long Term Bias

Seek out investment candidates with potential to generate long-term gains

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Fundamenral Focus

Discovering high-quality businesses by using a discipline and rigorous investment approach

Team

Farha

Sharif Farha

Portfolio Manager - Safehouse Global Consumer Fund
Mahindar Kumar

Mahindar Kumar

Financial Associate, Safehouse Capital