Investment Strategy

The investment strategy is to build a diversified long only portfolio of listed real estate securities. The portfolio will diversify across real estate sectors including (but not limited to) office, residential, retail, data centres and self-storage. Portfolio companies will typically trade at a discount to prevailing valuations based on metrics such as book value, dividends (greater than market), cash flow or earnings. In addition, the portfolio companies are expected to utilise less financial gearing versus the market. 

Latest News

  1. Fortius Funds likes the unloved, under-valued in real estate securities Catherine Farrell 09-May-2017
  2. Junction Fair Re-launch Catherine Farrell 15-Nov-2016
  3. Win For Fortius Meredith Hayes 04-Apr-2016
More News