InvestNow Fund Manager – Elevation Capital

InvestNow is an online investment platform that provides access to over 140 investment options to Kiwi investors. We specialise in providing access to KiwiSaver, Managed Funds & Term Deposits, and choose only the best Fund Managers to partner with.

Elevation Capital is one of 20+ specialist Fund Managers that have partnered with InvestNow.

What Elevation Capital has to say

Elevation Capital Management Limited (“Elevation Capital”) is an asset management company and “special situation” investor.

Elevation Capital is a registered financial service provider in New Zealand under the Financial Service Providers (Registration and Disputes Resolution) Act 2008 (FSP# 9601) and is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes.

Elevation Capital as an investor is unconstrained by geography, industry, market capitalisation or whether a company is listed or unlisted, allowing us to focus on long-term returns.

Elevation Capital believes by maintaining a global focus there is a greater opportunity set to invest in truly world-class companies with attractive long-term fundamentals while at the same time (in our opinion) reducing investment risk for our investors.  We believe that when you are several thousand miles away from Wall Street in a different nation, it’s easier to be independent and buy the things other people are selling, and sell the things that other people are buying.

We are also what is best described as “special situation” investors which can involve both listed and unlisted companies whereby we also provide both advice and investment capital.

Most importantly, we understand our role as fiduciaries and have made our remuneration as investment managers transparent for all investors. All Executives and Directors are investors in the Elevation Capital Global Shares Fund on the same terms as all other investors. Elevation Capital also invests in “special situation” investments alongside (and on the same terms) as other investors.

We trust our website/s provide you with a useful insight into Elevation Capital and the Elevation Capital Global Shares Fund.

Additionally, our fund documents and research all provide a transparent view of the firm’s philosophies, people, investments/portfolios and communications.

Elevation Capital funds available on InvestNow

The Elevation Capital Global Shares Fund is a Portfolio Investment Entity (PIE) that seeks to provide investors with long-term capital growth and income by directly investing in equities on a global basis. The objective & strategy of the Fund is to provide investors with long-term income & capital growth by mainly investing in shares (equity securities – including Preferred’s and Convertibles*) of entities trading at a discount in relation to their Net Asset Value/Intrinsic Value, with low debt levels, which have a history of paying dividends and/or returning capital to shareholders and have some sort of economic moat – e.g. brands, franchises, other;

The Fund employs a value-based, opportunistic, and special-situations focused investment approach that is difficult to replicate in the wider Australia / New Zealand funds management industry;

The Fund’s opportunity set is different and is not constrained by market capitalisation or geography. Accordingly, the Fund has a very high active share which indicates very little overlap with reference benchmark indices;

The Fund’s investors are typically using the Fund to fulfill their global / international or alternative investment allocation needs and to supplement low-cost Exchange Traded Fund (ETF) portfolios;

The Elevation Capital Global Shares Fund (previously named Elevation Capital Value Fund) was awarded the Morningstar International Equities Category Fund Manager of the year 2017, New Zealand and has received nominations within the same category in the past.

Product Disclosure Statements for these products are available to view here.

See our Elevation Capital range of funds

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