As at end March 2021 
the Balmoral Fund was around 77% invested.

Portfolio

As at March 2021 we are part owners of twenty six global businesses.

The bulk of our portfolio is invested in businesses which reliably generated cash from its operations over the last 15 years, with each investment acquired at attractive prices.

 

Refer to the November 2020 case study on Alfa Laval for an example of a business which we are attracted to and will acquire if the valuation is right.

https://www.balmoralassetmanagement.com.au/post/case-study-alfa-laval

Periodically Balmoral will publicly share analysis and information on its portfolio here on its website which otherwise is reserved for investors.

For more information on becoming an investor please contact us.

26

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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