We invest in publicly listed companies where we believe there is an opportunity for material shareholder value improvement, to which we can contribute by working constructively with boards and management teams.

LTV is a hybrid investment strategy which applies a private equity-style philosophy to listed equities.


We invest in a high conviction portfolio of Australian and New Zealand public companies that offer a value proposition that can be unlocked by the Fund working constructively as a shareholder with boards and management.


LTV typically comprises 6-12 investments at any given time and aims to achieve returns in excess of the S&P/ASX 300 Accumulation Index over the medium to long term (net of fees).



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