GSP Global Growth Managed Portfolio

Our Strategy

The GSP Global Growth Managed Portfolio employs a total return-focused strategy, typically investing in a concentrated portfolio of 20-40 companies. Leveraging GSP’s comprehensive fundamental bottom-up research, complemented by a top-down thematic overlay, the fund aims to identify high-quality emerging businesses with strong growth catalysts. It focuses on cash-generative businesses with robust balance sheets and capable management teams, seeking to discover these opportunities early in their lifecycle when they are often under-researched and undervalued by the market. The strategy is benchmark unaware, meaning it does not aim to align with or replicate any specific index, but rather prioritizes the potential for long-term capital appreciation based on intrinsic business value and growth potential.

Further details can be found in the Investment Mandate document.

Strategy: Total Return.

Asset Class: Global Growth Equities.

Positions: 20-40.

Minimum suggested investment period: 5-7 years.

Investment Fee: 1.10% per annum.

Performance Fee: 15% subject to high watermark.

Risk Management

Stop Loss Protocol: Each position uses a trailing stop loss strategy with three specific levels; 20% drawdown (review of position), 30% drawdown (review of position), 40% drawdown (sell-down of position).

Tactical Asset Allocation: As broader market risks emerge, we should adjust our cash allocation and tactical asset allocation in anticipation of a pullback, correction, or bear market.

Circle of Confidence

Grey Street Partners (GSP) holds the view that future investment successes will arise from technology enablers and structural shifts impacting society. Accordingly, we dedicate substantial research efforts to identifying and comprehending these trends, which we term our Circle of Confidence (CoC).

    • Cloud Computing

    • Artificial Intelligence (AI)

    • Machine Learning (ML)

    • Semiconductors

    • Edge Computing

    • Quantum Computing

    • Cybersecurity

    • SaaS (Software as a Service)

    • IoT (Internet of Things)

    • Digital Advertising

    • Digital Payments

    • Digital Banking

    • WealthTech

    • Blockchain & Cryptocurrency

    • Gig Economy

    • eCommerce

    • EdTech

    • Lifestyle Brands

    • Gaming & eSports

    • Robotics

    • Autonomation

    • Autonomation

    • Smart Cities

    • Augmented Reality (AR) & Virtual Reality (VR)

    • Multiomics

    • MedTech (Medical Devices)

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Strategy Profile

To view the detailed description of the GSP Global Growth Managed Portfolio that outlines its objectives, strategy, composition, and risk management.

Profile
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Monthly Update

To view the most recent results of the GSP Global Growth Managed Portfolio, including last month's performance.

Monthly
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Investment Mandate

To view the detailed description of the GSP Global Growth Managed Portfolio Investment Mandate available on Mason Stevens,.

Investment Mandate