Excellencia Global Equity Fund

The Excellencia Global Equity Fund is crafted for investors who seek consistent, long-term capital growth with a low-risk profile wanting to participate in the value creation by top world class companies. The fund invests exclusively in publicly listed shares of the world’s most outstanding large-cap companies, focusing on the US, China, and other major global markets.

The fund targets “best of class” large-cap companies—global leaders known for strong free cash flow, sustainable business models, high returns on capital, robust balance sheets, and a proven ability to navigate economic cycles.

Our analysts conduct comprehensive research into each company’s financials, competitive positioning, and management track record. This process combines rigorous quantitative screening with qualitative assessments to ensure only the highest-quality businesses are included.

Each holding is chosen based on an in-depth evaluation of business fundamentals, including industry dynamics, management quality, financial health, supported by in depth Discounted cashflow valuations. The portfolio is diversified across resilient sectors such as healthcare, consumer staples, technology, and industrials—areas historically associated with lower volatility and strong long-term growth.

During periods of extreme market stress, the fund maintains cash or shifts to defensive positions to protect capital and reduce volatility.

Sector and geographic diversification further mitigate risk, ensuring no single market or industry dominates the portfolio.

Investments are made with a long-term perspective, prioritizing the power of compounding and minimizing portfolio turnover to keep costs low and returns consistent.

The Global Best of Class Equity Fund leverages deep fundamental research and disciplined risk management to build a portfolio of the world’s most resilient and high-quality large-cap companies. This approach aims to deliver steady, long-term growth while maintaining a low-risk profile for investors.