How to Invest
Investment Strategy
Our concentrated portfolio of approximately 20 companies represents a selection of the world’s best businesses.
The foundation of our investment process is industry analysis, targeting industries with substantial and enduring barriers to entry. These industries are typically monopolies, duopolies, or oligopolies. We also seek out firms with highly valuable brands and pricing power.
The GCQ investment team employs quality checklists to pinpoint industries and companies that fulfil our criteria. We concentrate our efforts on about 20 industries, encompassing around 200 companies that we meticulously research and monitor for performance and valuation.
We prefer investing in companies with growth potential that extends beyond a single geographic market. The vast majority of companies we analyse are global operators experiencing worldwide growth. The sole exception is businesses with a local monopoly in a rapidly growing industry.
Our team has extensive experience successfully shorting companies with dubious accounting practices or structurally flawed business models. While this comprises a smaller portion of our investment strategy, we opportunistically short sell companies we anticipate will face significant share price declines.
Disclaimer
Equity Trustees Limited (Equity Trustees) ABN 46 004 031 298 AFSL 240975 is the Responsible Entity for the GCQ Flagship Fund ARSN 664 242 531 (the Fund). Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX:EQT). The investment manager for the Fund is GCQ Funds Management Pty Ltd ABN 32 654 864 767, AFSL 538513.
The information on this website has been prepared by GCQ Funds Management Pty Ltd, it is to provide you with general information only. In preparing the information on this website, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither GCQ Funds Management, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.
