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Sterling Fund
The Sterling Fund is a focused listed equities fund that invests in small, medium and large companies that typically exhibit:
Strong, established market positions
Long-tenured management who are often significant shareholders
Low capital-intensive business models
The goal is to deliver strong risk-adjusted investment returns that are superior to those commonly available to investors.
The Fund is for absolute return-minded investors, who have a tolerance for price volatility and a time horizon of at least five years.
The Fund is intended to complement investor portfolios, given its broad opportunity set and its focused portfolio (10 to 20 holdings) of high-quality equity investments.
Sterling Equity
Sterling Equity Pty Ltd (“Sterling”) (Australian Financial Services License 308070) was established in 2006 by Nicolas West. Sterling is 100% owned by management and operates a single investment strategy for all clients, including staff, who are strongly aligned through co-investment.
Nicolas West holds Bachelor of Science and Masters of Commerce (Finance) (Honours) degrees from The University of Melbourne and is a CFA charterholder. He has more than 20 years of professional experience with listed equity investments and previously worked at Lion Capital as a portfolio manager.
Sterling’s investment team conducts its own proprietary research, and Sterling employs review committees and works with an external custodian.
Read more about Sterling Equity on its website.
Important information
Sterling Equity has not reviewed and does not accept responsibility for the content of this Website and materials contained herein, except as may be otherwise noted. Eleuthera Investments Pty. Ltd. ABN 77 625 346 474 (“Eleuthera”) is not currently a client of, or an investor in any private investment fund or mandate managed by Sterling Equity Pty Ltd (“Sterling”), herein referred to as a Sterling Fund. Eleuthera’s endorsement is being given pursuant to a compensation arrangement whereby Eleuthera receives a percentage of management and/or performance fees received by Sterling with respect to investors Eleuthera refers to a Sterling Fund. The payment of compensation to Eleuthera creates a conflict of interest for Eleuthera, including the fact that Eleuthera has an economic incentive to recommend and offer interests in a Sterling Fund because the amount of compensation received by Eleuthera is dependent on the amount of interests it introduces to a Sterling Fund. As a result, Eleuthera may have material conflicts of interest with respect to your potential investment in a Sterling Fund.
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