An opportunity to invest in a Listed Investment Co.
Wealth Focus has secured access to an allocation to the Sandon Capital Investments Limited IPO. Investors looking to apply for a broker firm allocation will need to contact us on 1300 559 869.
Sandon Capital – A highly skilled activist investment & advisory firm
Sandon Capital has just announced the launch of a new Listed Investment Company (LIC), Sandon Capital Investments Limited and aims to raise a maximum of $125 Million. Its our view that their track record and client list (WAM, Mercentile), just goes to demonstrate the quality of this manager.
The free option for all subscribers of the IPO is just gravy.
For those unfamiliar with the term, activist investing is where an investment company such as Sandon, takes a position and proactively encourages the company to make changes for the benefits of shareholders. This can include changes to dividend policies, overall corporate strategy, board and management, as well as changes through corporate activities, such as takeovers or divestitures. ie proactive value investing for the benefit of shareholders.
Call us on 1300 559 869 to ask us to secure an allocation.
Broker firm offer – Our allocation through the broker firm offer means investors are more likely to achieve their desired allocation without risk of scaleback through the general offer.
Limited Offer – The offer is to raise $125 Million, with the ability to raise less. The shares will be traded on the ASX.
Activist Investment Strategy – Whereas most value managers aim to buy underpriced investments, activist managers aim to take this one step further by using shareholder rights to proactively re-price undervalued companies.
Exceptional Investment Performance – Sandon have arguably demonstrated their ability to invest in this manner within the unlisted version of their managed fund (wholesale investors), providing investors with an average return of 15.5%pa since inception in Sep 2009. – (Past performance is no guide to future performance. Chart and disclaimer p.11 of presentation*)
Free option – Each investor will receive a free option for each share subscribed to in the IPO. Our estimated value – 8c
Minimum investment – $10,000 (this is a Wealth Focus minimum)
Issue Price – $1.00 per share plus a free option
Find out more
If you would like further information on the Sandon Capital Investments Limited Offer, please click on the links below:
Please call us on 1300 559 869 to ask us to secure an allocation.
Wealth Focus Pty Ltd
What do we get paid?
Wealth Focus will receive a payment of up to 1.75% plus GST of the amount invested.