EFG International and Shaw and Partners US Future Leaders Fund presentation

DJ Carmichael was pleased to attend the Perth presentation of the US Future Leaders Fund on Monday, 29 July 2019

EFG International and Shaw and Partners hosted 12 events across six states in five business days to roadshow the EFG Asset Management (EFGAM) US Future Leaders Fund. The roadshow culminated in a presentation to 140 attendees at the Westin Hotel in Perth on Monday, 29 July 2019.

EFGAM’s New Capital Funds are a series of high conviction strategies designed to produce long-term and sustainable alpha opportunities. The goal of the US Future Leaders Strategy is to identify the next Facebook, Apple or Starbucks; discovering companies that are poised to dominate multi-billion dollar markets over the next decade.

Shaw and Partners’ CIO Martin Crabb gave a comprehensive equity market outlook touching on topical themes including the impact of all time low interest rates, the slowing economy and the China Growth Pulse on domestic markets. Donald Klotter, Global Head of Institutional Sales at EFG International then spoke about the New Capital Funds’ investment philosophy, the EFG Future Leaders scholars panel and how they identify rapidly-growing businesses with the opportunity to develop into future mid/large cap companies, primarily via organic growth.

If you are interested in further information about the US Future Leaders Fund, Shaw and Partners or EFGAM please contact your DJ Carmichael Investment Adviser on 08 9263 5200.