Eden Global Natural Resources Fund
The Fund aims to achieve long term growth by investing in natural resource companies. The Fund will invest on a long only basis in equities and equity-related securities, including preference shares and convertible bonds involved in the development of natural resources.
The investment universe of the Fund is natural resources companies diversified across commodity, energy, agriculture and related support services globally, with a focus on companies listed in or managed in high quality jurisdictions for resources companies such as Australia and Canada. The Fund’s investments will provide investors with targeted exposure to some of the best resources projects globally, whilst benefiting from Eden Asset Management’s location in Perth, Western Australia, which is a primary centre for resources companies across a range of scale, commodity exposures and development stages.
- Specialist natural resources investment: the Fund will seek exposure to companies with natural resource assets across the metals and mining, energy and agriculture sectors at different points in the development cycle, to include producing assets, projects seeking financing for development and advanced exploration assets
- Objective to deliver risk-adjusted returns through active management: stock selection employs top down analysis of the investment universe incorporating a macro asset allocation process to generate a shortlist of eligible stocks which are then subjected to bottom up due diligence
- Disciplined portfolio construction process: focus on delivering key metrics including liquidity, volatility and diversification across commodities
- Special situations resources investment: up to 30% of portfolio to be allocated to special situations investments in companies with smaller market capitalisations (typically <A$500m), with selections driven by assessment of underlying asset, management and participation in corporate transactions
EAM will conduct a disciplined portfolio construction process to deliver true specialist active management and risk-adjusted returns
Macro derived fund allocation across the three sectors and preferred underlying commodity exposures
Negative screening of global sector universe stocks by market listing, jurisdiction and key stock performance metrics of liquidity and volatility, combined with bottom-up analysis of financial and operating performance
Our disciplined portfolio construction process aims to deliver true specialist active management