Fortis WA Equities Fund

Fortis Capital is boutique fund management firm specialising in Australian listed equities, with a strong focus on WA stocks.

Fortis Capital manages the Fortis WA Equities Fund for our valued clients.  We conduct thorough research and only invest in listed equities that meet stringent qualitative and quantitative criteria, in the strongly growing Australian listed-equities market which offers many long-term growth opportunities.

We maintain a disciplined focus on both the return on and quality of our investments. This has borne strong results for our unitholders since the fund commenced, in spite of highly volatile markets (see the Performance tab for more details).

 

 

Investment Philosophy.

The Benjamin Graham / Warren Buffet approach of "value-investing" best characterises the investment style of the Fund. The Fund focuses on research and company fundamentals. Fortis Capital's investment philosophy is founded upon on-going fundamental research on Australian listed companies (with a WA focus).  A number of quantitative filters on company fundamentals are employed to identify intrinsic value and invest where a "Margin of Safety" exists.

 

Key Fund Attributes.

The WA Equities fund is focused on performing over the long-term for investors. Key attributes include:

• Investors can expect significant hands-on engagement and updates
• Focus on WA's economy by experts on WA sector underpinned by thorough research
• Fund fee structure incentivises performance with no entry and exit fees
• Hands-on flexible funds management style
• Trust structure enables eligible investors to access tax benefits
• Quarterly performance reports and fund audited annually

 

Fund Performance.

Since its inception in January 2010, the fund has outperformed the All Ordinaries index by almost 14%, with 15% returns since inception (the All Ords being relatively flat since the start of 2010). Click on the Performance tab for more information.

 

Our People.

We employ small dedicated team of experienced and qualified stock analysts, finance and investment experts and fund administrators. Our people are experts in the Australian listed environment with specific expertise in WA stocks. We apply disciplined value-investing principles and key quantitative and qualitiative metrics in analysing and selecting our portfolio.

 

More Information.

If you are interested in finding out more about the fund, click here. You can also access the fund's Information Memorandum by clicking here.