THE ECONOMIC CYCLE LEADERS FUND – COMING SOON
The Economic Cycle Leaders Fund is the culmination of decades of research inspired by the works of David Ricardo, Homer Hoyt and particularly Phillip J Anderson. These economic great’s provide the core philosophy of the Calnan Flack Economic Cycle Action Plan which is the basis for the investment process.
The Economic Cycle Leaders Fund is built around the theme of “exposure to assets that will benefit from the current Credit and Economic Cycle” as taught by Phillip J Anderson and Calnan Flack Pty Ltd.
The portfolio has a bias towards growth with securities listed either domestically or in the US (includes ADR’s). However, the portfolio may invest in cash (or cash-like investments) based on the investment manager’s assessment of prevailing cycle and market conditions.
To provide a portfolio built around the theme of “exposure to assets that will benefit from the current Credit and Economic Cycle”.
The manager will alter the underlying asset allocation of the fund as the cycle and investment environment evolve.
WHO IS IT SUITABLE FOR?
Investors wanting to gain exposure to a portfolio of Australian and International asset that will benefit from the Macro Economic Business Cycles as defined and taught by Phillip J Anderson and Calnan Flack Pty Ltd.
Jeremy Calnan, Ian Flack, Robert Vagg, Phillip Anderson, Katherine Burns & Kym Peters.