The Asilo Argo fund
The Asilo Argo fund invests globally in companies that have long-term potential to become category winners.
The fund is not restricted in terms of company size, industry or geographical area. The focus is on identifying the time for strong growth in the company’s life cycle.
We invest with high conviction and restrict the amount of portfolio companies to max 20.
The fund is suitable for investors who are looking for above average returns and are willing to accept a higher risk. Due to our high conviction strategy, the Asilo Argo fund is recommended for investors who are in it for the long run, typically a minimum of five years.
Fund progress
The performance of the fund is based on the I-series
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Clarifying note on graphically presented performance figures
The value per unit for the I-series is shown for all valuation dates for which verified NAV-data is available. The figures for all other dates are estimated data points calculated by the portfolio manager, not the AIFM. The estimated data points are based on the portfolio’s performance and are provided for illustrative purposes only. The portfolio manager’s estimated data points may be unavailable, may contain errors and should furthermore never be used as a replacement for the value per unit, which is only available for the applicable valuation dates. The AIFM performs the valuation of the fund units on the last Banking Day of each calendar week and month.
Past performance is not a guarantee of future results. Investors should refer to official statements distributed to unitholders via email or post by GRIT Fund Management Company Ltd or the fund’s distributor.
Our investment philosophy
There are no straight forward solutions in an increasingly complex and uncertain world.
At Asilo, we approach investing as intellectual unstructured problems that require a combination of numerical data and human insights for optimal decision-making.
We believe in active commitment and focus, and invest in 10-20 companies globally with a substantial long-term growth potential. This focus allows us to devote a considerable amount of time to continuously monitor the companies, business environments, strategy & leadership, life cycles, supply chains, and relevant secular trends.
We use economic added value as the starting point and firmly believe a cross-disciplinary approach together with an unprejudiced mindset help us identify the best investment opportunities.