North American Opportunities Fund
Melchior North American Opportunities Fund (MNAOF)
Peter Kaye has been managing the Melchior North American Opportunities Fund for Dalton Strategic Partnership (DSP) since its inception in November 2004. The manager aims to deliver high levels of capital growth through investment in a portfolio of North American equities.
The fund utilises a bottom-up stock selection process across all market capitalisations, targeting companies that are out of favour with investors, but which are demonstrating radical changes to their businesses which, when recognised, will result in substantial share price appreciation. The portfolio is concentrated and benchmark unconstrained.
How to invest
Please refer to the prospectuses and subscription documents within our Fund Literature section, or alternatively please contact us directly.
