Welcome to the

Equity Story Growth Fund

Latest Performance Retail Investors Wholesale Investors

Multi-Strategy
Equities Fund

Proudly part of an ASX listed Group – The Equity Story Growth Fund utilizes a proprietary blend of fundamental and technical analysis to target superior returns for our investors.

“Rolling one-year returns currently +35.68%, net of fees.”

The Mission

Our mission at is to consistently deliver for our investors through disciplined, research-driven investment strategies. We are committed to identifying high-potential opportunities while protecting capital and managing risk. Our goal is to empower our investors by providing them with sustainable long-term growth, achieved through a combination of innovative thinking, market expertise, and unwavering integrity. By staying transparent and adaptive to changing market conditions, we aim to foster trust and build lasting relationships with our investors, ensuring their financial goals are at the heart of everything we do.

The Objective

The objective of the Fund is to deliver alpha returns through a disciplined, active investment strategy that aims to consistently outperform its benchmark while prioritizing the protection of investor capital. By employing a blend of fundamental and technical analysis, the fund seeks to identify high-conviction opportunities with strong growth potential, aiming to capture upside regardless of market conditions.

Simultaneously, the fund focuses on preserving capital during periods of volatility by employing a range of risk management strategies. This approach seeks to generate long-term capital appreciation while minimizing downside risks, offering investors a balanced pathway to outperformance.

Our Commitment

we are fully committed to the fund’s long-term success, aligning our strategies with the best interests of our investors. Our investment approach combines diligent research, market insights, and risk management to target superior returns while carefully managing downside risk. We are steadfast in our strategy of capitalizing on growth opportunities while ensuring the fund remains resilient through periods of volatility.

With an unwavering focus on transparency and communication, we build trust with our investors, ensuring they are fully informed of the fund’s performance, strategy, and direction. Our commitment extends beyond just managing the fund—we are invested in achieving sustainable, long-term value for all our stakeholders.

The Strategy

The Equity Story Growth Fund utilizes a proprietary blend of fundamental and technical analysis, refined over a decade, which to date has consistently delivered strong investment performance outcomes. 

Focused on medium-to-long-term growth opportunities, particularly in emerging companies, our active management strategy allows us to adapt to changing markets, including shifting to cash when necessary.

By combining top-down and bottom-up fundamental research with technical analysis, we aim to capitalize on momentum while managing risk. Tracking price trends and key indicators helps to target optimum results, while identifying technical weakness supports timely exits.

This unique dual approach, leveraging fundamental analysis and technical indicators, is intended to optimise returns while mitigating potential losses.