The Fund invests in global public and private businesses related to wagering and gaming. We run a concentrated portfolio diversified across both geography and market capitalization.
The Fund is focusing on the following themes:
Investing in the dominant scale operators in regulated markets.
Businesses providing ‘business-to-business’ services to wagering operators.
Businesses that are converging with the wagering industry, such as video gaming, media, and more.
The currency exposure that arises from owning foreign stocks is not hedged back to Australian dollars. This offers Australian investors potential diversification benefits through foreign currency exposure.
The investment manager is fully aligned with the Fund’s investors, as Tom Waterhouse is the cornerstone investor in the fund.
People
- Tom Waterhouse, Chief Investment Officer
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