Investor Summary

Andrew J Brown serves as Executive Chairman of East 72 Holdings Limited and key portfolio manager for East 72 Dynasty Trust, bringing over 40 years of experience in equity markets as an analyst and institutional fund manager. His background includes prestigious roles at Baring Securities, AMP, and Rothschild, spanning both private and institutional fund management. Brown is the central figure responsible for the fund's investment operations and the company's success depends heavily upon his expertise. East 72 Holdings was formed in May 2016 through recapitalisation and was previously NSX-listed before becoming an unlisted public company in 2023. The management team includes directors Timothy Brown and Peter Johns, with operations based in Sydney at Martin Place.

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Fund Strategy

East72 Dynasty Trust employs a long-term, global value investment philosophy focusing on quality businesses controlled by single shareholders. The fund operates as a long-only, absolute return strategy with no leverage, hedging, or external benchmarking, typically maintaining 20-40 positions with cash exposure up to 20%. The investment approach follows an 'artisanal,' benchmark-unaware strategy emphasizing long-term compounding through controlled companies known for brand consciousness, resilience, conservative financial management, and low volatility. The portfolio spans diverse industries including luxury goods, alternative asset management, sports data, and airport growth sectors, often focusing on businesses with small public floats or limited analyst coverage. The strategy acknowledges it may lag rapidly rising markets but has scope for outperformance in other environments, prioritizing absolute returns and capital preservation over relative performance.

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FUND PERFORMANCE AS OF

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
36.7% -2.3% 8.2%