Heritage Global Capital Fund is a value-orientated and research-driven fund that seeks to be safe stewards for our family’s capital and yours. The investment objective is for our clients to generate attractive long-term risk-adjusted returns and preserve capital by investing in companies that we believe are undervalued.

At the Heritage, we seek to achieve the investment objective by investing in publicly-listed companies that are trading at a significant discount to its underlying value and in the midst of a down cycle. The success of our investment strategy lies in our proprietary framework that we have developed that focuses primarily on risk management. Our default investment is cash, and we allocate cash to opportunities according to their margin of safety and expected annualised returns.