Cornerstone Flexible Growth Fund
Investment Objectives
- Achieve superior long-term capital growth through flexible investment strategies
- Capitalize on high-growth companies and emerging market opportunities
- Maintain flexibility to adapt investment approach based on market conditions
- Target companies with disruptive technologies and innovative business models
- Provide exposure to growth sectors including technology, healthcare, and consumer innovation
- Generate returns that significantly outpace inflation and traditional asset classes
Investment Strategy
The Fund employs a flexible growth investment approach that combines growth equity investments, venture capital opportunities, and strategic positions in high-potential companies. Our investment team actively identifies and capitalizes on emerging trends and market disruptions.
Investment Focus Areas:
- Growth Equities: Publicly traded companies with strong growth trajectories, innovative products, and expanding market share
- Technology Investments: Companies leveraging technology for competitive advantage including fintech, healthtech, and digital transformation
- Emerging Markets: Strategic positions in developing markets with high growth potential and favorable demographic trends
- Venture Capital: Early-stage investments in startups and scale-ups with disruptive business models and strong management teams
- Thematic Investing: Investments aligned with long-term trends such as sustainability, digitization, and demographic shifts
Suitable Investors
The Fund is suited to sophisticated high net worth individuals and qualified investors who understand the characteristics of private equity and alternative asset classes.
The Fund is an aggressive investment because of the nature of the underlying investments.
The Fund is suitable for investors who would like a return over the long term, while accepting limited liquidity and the risks inherent with private equity.
Investors should have a minimum investment horizon of 5 to 7 years and understand the liquidity restrictions associated with the fund.
Note: No investment guarantees are offered and there is a risk of capital loss. It is not advisable for an investor to have a large proportion of their investment portfolio concentrated in private equity.