Our Investment Philosophy
Richard, Marc and Gavin initially decided to start Orsaro Capital to jointly manage their own funds. They all share a passion for investing, are focussed on investing based on business fundamentals and take an ultra long term view when making investments. The key investment tenets are:
1. Capital preservation
- Stay rich rather than get rich quick investments.
- Risk is defined as the risk of capital loss (and not volatility).
2. Compound wealth
- Seek long term returns of 10% per annum.
- Find great companies for the long term and let the power of compounding do the heavy lifting.
3. High conviction
- When a great, well researched business idea is found, invest with conviction.
- There is no point having unnecessary diversification.
4. Benchmark agnostic
- If we want benchmark returns, we can buy an index fund.
- By focussing on finding great companies, over the long term we aim to outperform comparable benchmarks.
Disclaimer
The Orsaro Global Fund (“Fund”) is an unregistered managed investment scheme in the form of an Australian unit trust. The Fund is only available to investors that are wholesale clients as defined in s761G of the Corporations Act 2001 (Cth).
Orsaro Capital Pty Ltd (Orsaro) is the trustee and investment manager of the Fund. Orsaro is the holder of Australian Financial Services Licence number 524448. This website contains information about the potential issue of interests in the Fund, but it is not intended to be used by any other persons in any other jurisdiction if and to the extent that to do so would be in breach of Australian laws, or the laws of any foreign jurisdiction.
This website contains general information only and is not intended to provide any person with financial advice. It does not take into account any person's (or class of persons) investment objectives, financial situation or particular needs, and should not be used as the basis for making an investment in the Fund. Orsaro does not make any representation as to the accuracy, completeness, relevance or suitability of the information, conclusions, recommendations or opinions contained on this website (including, but not limited to any forecasts made). No liability is accepted by Orsaro or its directors, officers, employees, agents or advisors for any such information, conclusions, recommendations or opinions to the fullest extent possible under applicable laws. You should consider obtaining financial advice before making a decision in relation to this information.
This website may contain forward looking statements regarding our intent, belief or current expectations with respect to market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. Orsaro does not undertake any obligation to revise any forward-looking statements to reflect events and circumstances after the date of this publication.
Orsaro does not guarantee the repayment of capital, the performance of any investment or the rate of return for the Fund. Past performance is not indicative of future performance.
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