Join Nathan Bell and Nick Cummings from Intelligent Investor as they unveil their latest fund, the Intelligent Investor Select Share Fund (IISV), designed to provide investors with exposure to top-quality companies from around the world. In this webinar, Bell and Cummings delve into the reasoning behind the fund, its key features, and a selection of their chosen stocks for the portfolio.

Understanding the potential of investing overseas can be daunting for many Australian investors, but Bell and Cummings are here to simplify the process. With a focus on strong competitive advantages, loyal customers, recurring revenues, high margins, and low capital intensity, the duo aims to identify "nuts and bolts" quality companies that will offer investors long-term growth and peace of mind.

Cummings shares examples of companies that fit their criteria, such as Mastercard, Floor & Decor, and Ferguson – all of which demonstrate strong pricing power, customer loyalty, and diversified revenue streams. In addition to discussing their investment process, Bell and Cummings also address questions on currency risk, fees and performance targets, and their outlook for global markets during a Q&A session.

The Intelligent Investor Select Share Fund (IISV) is now open for investment via the initial offer page on the Intelligent Investor website. https://www.intelligentinvestor.com.au/events/where-is-the-best-chance-for-outperformance/328

00:00 - Intro
02:06 - Chapter 1: Key Fund Features
07:38 - Chapter 2: Number of Australian Shares in IISV
11:45 - Chapter 3: Performance Fee
15:04 - Chapter 4: Help Centre and Hurdles
15:34 - Chapter 5: Why Use the ASX 200 as the Benchmark
20:35 - Chapter 6: FX Currency Hedging
24:31 - Chapter 7: MasterCard
28:19 - Chapter 8: Floor and Decor
32:46 - Chapter 9: Ferguson
37:16 - Chapter 10: The Liquidity of the Fund
39:28 - Chapter 11: Advantages of Participating in the Initial Offer
40:17 - Chapter 12: Does the Team Have Enough Time to Cover a New Fund?
49:09 - Chapter 13: Dividends, Distributions and Dividend Reinvestment
51:59 - Chapter 14: Is There Extra Paperwork for the US Investments?
54:39 - Chapter 15: Can You Invest from Overseas?
1:00:11 - Chapter 16: Can I Invest in IISV with my InvestSMART PMA?

 Download a PDF of the Webinar Presentation

Visit the IISV offer page.

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