Elvest Co

Overview

Elvest Co is a boutique investment manager specialising in small and mid cap Australian equities. Independently owned and operated by managers with a strong track record, Elvest Co is the investment manager of The Elvest Fund. The Fund invests in 20 to 40 companies that are typically outside of the S&P/ASX 100 at the time of initial inclusion. The objective of the Fund is to provide strong absolute returns to investors, while also outperforming its S&P/ASX Small Ordinaries Accumulation Index benchmark over the long term. The Fund invests on behalf of wholesale and sophisticated individuals, financial planning groups, and family offices. Elvest Co principals have committed to invest a significant portion of their wealth into the Fund, aligning their interests with those of their investors. The Fund is managed with a focus on emerging companies that are under-researched and under-owned by large institutions, providing opportunities to generate strong absolute returns over the long term. Elvest Co's principals have a proven process and a track record of investment outperformance. They study the economics and opportunities available to individual businesses to uncover the emerging leaders of the ASX. The result is an actively managed portfolio of high-quality Australian businesses offering dynamic growth. The Fund typically invests in 20 to 40 securities listed on the ASX, aiming to provide strong absolute returns to investors while outperforming its benchmark over the long term.

Investment Focus

• Wholesale and sophisticated individuals
• Financial planning groups
• Family offices