AZG Investments runs a global equity fund focused on high growth companies trading at discount prices.

The fund managers bring forty years of equity investment experience between them across both emerging and developed markets.

They operate with two simple principles:

1. 5% of stocks go up 5x (or more) over 5 years, so only focus on stocks that have that ‘potential’

2. High growth at value prices is always available to the truly global investor, willing and able to scour the world

Arrash Zafari has launched and managed two emerging market equity funds in his career that were both #1 vs. their peer group since inception with his last fund being #1 on a trailling 3, 5, and 1 year basis producing an excess return of 17.5% p.a. vs. the benchmark. He has lived and worked in over ten countries and has written a book detailing his unique stock picking method for uncovering multi-baggers (link). He began his career with Orbis Asset Management in 2004.

William Gould worked for most of his investment career at an equity hedge fund that specialised in analysing and tracking liquidity and investment cycles across the world. The fund was nominated for Global Equity Hedge Fund of the year on three separate occasions. He began his career at Putnam Investments in 2004 and has also managed a multi-billion dollar global equity portfolio for Fideuram Asset Management.

In a world of rapid global change, many countries and sectors increasingly find themselves on divergent liquidity and stock market cycles creating a plethora of opportunities for the globally flexible investor. At the same time, every stock market has a small cohort of potential 5-in-5s. It is our aim at AZG Investments to be exposed to those markets currently in or poised for a positive investment cycle via their best growth companies, where a multi-bagger investment case can be built.