The Arbrook American Equities Fund

The Arbrook American Equities Fund was launched in December 2017 with the aim of outperforming the S&P index over the cycle. This is a daily trading UCITS fund, domiciled in Dublin.

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The Fund is designed to offer core US equity market exposure through a focused portfolio of 30 to 40 stocks.

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We are style agnostic - no growth or value bias. We see ourselves as a Value Investor, but our definition of Value is not restricted to low P/E or Price to Book ratios. We invest in companies because they are trading at less than book; and we also buy companies because they have a very long and highly probable growth trajectory.

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We believe in diversification by sector, but we do take meaningful active stock positions.

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The Fund is not restricted to large cap stocks. Depending on market cycle, stock valuation and potential for latency to be unlocked, the fund could allocate to small and mid-cap stocks.