As at end December 2020 
the Balmoral Fund was around 73% invested.

Portfolio

As at the end of December 2020 we are part owners of twenty two global businesses.

The bulk of our portfolio is targeting cash generators acquired at attractive prices; high return on equity businesses which consistently generate strong amounts of cash from their operations using modest amounts of debt. Refer to the case study on Alfa Laval for an example of one of our cash generators.

 

A smaller part of the portfolio is in fast growers while a little over 5% is in thematic investments.

For more information on the portfolio please contact us.

22

Current
Investments
“Angus has managed my investment funds for several years now. I’ve been impressed by his knowledge and professionalism, together with the satisfaction of the continued capital growth of my portfolio. Balmoral Asset Management has done an excellent job and is happy to go that extra mile to give their clients honest and transparent service.”
 
- Justin McCarthy  
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ABN 33 603 492 039

ACN 603 492 039

AFSL 518851

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