Kyrios Global Equity Prescient Fund
The Fund aims to outperform the MSCI World Index over the long term. The Fund is designed for investors with a long-term investment horizon, seeking capital growth through exposure to global equity markets. The portfolio invests across regions and sectors, with a deliberate bias toward companies where there is strong alignment between shareholders and executive management. The Fund may use listed derivatives prudently for risk mitigation or efficient exposure but does not employ leverage or borrow to enhance position sizes.
Investment Strategy
The Fund's strategy targets medium to high long-term capital growth by investing in a diversified selection of global equities across large-, mid-, and small-cap segments. Portfolio construction emphasises companies with durable fundamentals and attractive governance characteristics, optimising for a lower probability of loss relative to the benchmark. The investment process integrates artificial intelligence for idea generation with traditional fundamental analysis and human oversight, ensuring a disciplined and robust approach to security selection. The Fund avoids derivative-based protection, preferring to access global instruments directly where appropriate.
Investment Policy
The Differential Kyrios Global Equity Prescient Fund aims to outperform the MSCI World Index and is suited to investors with a long-term investment horizon. The Fund invests primarily in global equities, with at least 80% of the portfolio allocated outside South Africa. The strategy focuses on companies where there is strong alignment between shareholders and management, investing across sectors and geographies. The Fund may invest in listed and unlisted financial instruments, as well as collective investment schemes and ETFs, including offshore vehicles that meet robust regulatory standards. Derivatives may be used for risk mitigation or efficient exposure management, without employing leverage. Asset allocation may be adjusted in response to market conditions, and the manager reserves the discretion to close or reopen the Fund to new investors to safeguard the integrity of the mandate.
