Strategies

U.S. Stars Equity Strategy

A high-conviction U.S. equity strategy focused on quality and long-term capital growth. The strategy aims to double capital every five years, net of fees, by focusing on quality, growth, and value discipline.

Strategy Overview

The U.S. Stars Equity strategy is a concentrated, benchmark-unconstrained portfolio of 20-30 U.S.-based companies with global reach. Every holding is selected through proprietary bottom-up research, targeting innovative, industry-leading businesses with enduring competitive advantages, deep sources of long-term growth and the ability to compound capital over time.

The strategy is managed by a team of nine investment professionals, led by Giles Tulloch (Portfolio Manager) and Christopher Rossbach (Deputy Portfolio Manager).

Clients can access our US Stars Equity strategy through a UCITS Fund or separately managed accounts, depending on individual requirements, jurisdiction, and preference.

For further information please contact us here.

Strategy Documents

The KIIDs (Key Investor Information Docs) for each share class provide you with key investor information about the US Stars Equity Fund. They are not marketing material. The information is required by law to help you understand the nature and risks of investing in this fund. You must read the KIID so you can make an informed decision before deciding to invest. If you are unsure about the suitability of this fund, please consult a financial adviser. J. Stern & Co. is unable to provide such advice to you.

The PRIIP KIDs (Packaged Retail and Insurance Investment Product Key Information Document) for each share class provide you with key investor information about the US Stars Equity Fund. They are not marketing material. The information is required by law to help you understand the nature and risks of investing in this fund. You must read the PRIIP so you can make an informed decision before deciding to invest. If you are unsure about the suitability of this fund, please consult a financial adviser. J. Stern & Co. is unable to provide such advice to you.

Your subscription is on the basis of the Prospectus of the Alpha UCITS SICAV, the umbrella fund for the US Stars Equity Fund. The Special Section gives you information that is unique to the US Stars Equity Fund.

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