INSIGHTS CULTURE MAJEDIE FUNDS INVESTMENT TRUSTS OUR TEAM CLIENT LOGIN US Equity Newsletter Factsheet US Equity Blog Video We target stocks offering an attractive asymmetric return profile with clear catalysts to realise the potential. The US Equity Fund is a concentrated, high-conviction US equity portfolio, managed by Adrian Brass, with Hong Yi Chen and James Dudgeon as fund analysts. The investment process seeks to identify, investigate and then invest in stocks that meet two key criteria. First, there should be an asymmetric share price return profile, and, second, there should be a clear catalyst that can crystallise this potential. Our investigation aims to build conviction around a thesis that there will be a material positive surprise over the coming years. In an increasingly global world shrunk by 24-7 news streams, there is a risk of being swamped by the blizzard of emails, broker calls, blogs, share-price gyrations, and economic reports. However, we believe that having an explicit philosophy, and a process that is built around it, means that we can embrace and harness information, rather than being overwhelmed by it. Ultimately, our analysis is distilled into fundamental and valuation-based forecasts which allows the setting of two-year share price targets, according to three outcomes: optimistic, base case and pessimistic. Having built conviction that the stock meets both investment criteria, the size of the investment is driven by both the attractiveness of the return profile, and the conviction that the catalyst will materialise within our two-year timeframe. Documents Performance Prices Charges This information is not intended to be an offer or solicitation of an offer to buy or sell securities. All rights in the referenced index are vested in the index owner and/or its licensors, who do not accept any liability for any errors or omissions in the index or any underlying data. Fund: For further information, please refer to the Prospectus and/or KIIDs Notes For further information, please refer to the Prospectus and/or KIIDs. More details on costs and charges can be found in the European MiFID Template (EMT) – Excel or the European MiFID Template (EMT) – Pipe Delimited files. Fund Manager MAJEDIE THE MAJEDIE DIFFERENCE OUR FUNDS CULTURE INSIGHTS STAFF LOGIN IMPORTANT INFORMATION CONTACT US SLIDE TO THE RIGHT TO VERIFY For information about what we do with your personal data please see our Privacy Notice. MAJEDIE ASSET MANAGEMENT 10 OLD BAILEY, LONDON UNITED KINGDOM, EC4M 7NG +44 (0)20 7618 3900 TWITTER majedie There is something askew – reflects Adrian Brass in this Investment Week Deep Dive – which is creating a fertile… twitter.com/i/web/status/1… majedie Congratulations to Emily Barnard for being a shortlisted nominee in the , and cat… twitter.com/i/web/status/1… © MAJEDIE ASSET MANAGEMENT LTD 2021 ACCESSIBILITY COOKIES MODERN SLAVERY PRIVACY STEWARDSHIP DISCLAIMER SITE BY CDA.GROUP