Do you have a minimum number of holdings?

- FAQ -

We do not have a minimum amount per se. However, we are high conviction managers and therefore generally have fewer holdings when compared to our peers. For example, with our Rezco Value Trend Fund we will generally hold between 10 and 20 local equities and between 10 and 15 foreign equities. Only conviction buys are included in the portfolio.

As an example, the following chart outlines our historical number of holdings for Rezco Value Trend: