Genium rates Warakirri Concentrated Australian Equities Fund “Highly Recommended”
28 July 2025
Research ratings firm and investment consultant Genium Investment Partners has awarded the Warakirri Concentrated Australian Equities Fund (Fund) a rating of “ Highly Recommended” following its inaugural research review. Genium has the highest conviction that the strategy can meet its stated investment objective and exceed its relevant peer group. The strategy has identifiable competitive advantages across most of Genium’s assessment criteria.
The Fund, who’s underlying investment manager is Northcape Capital (Northcape), provides investors with access to a benchmark unaware, quality-biased concentrated Australian equities exposure, investing in companies with sustainable growth profiles at relatively attractive valuations.
Genium’s conviction in the Fund is underpinned by Northcape’s disciplined approach. “With a strong focus on quality and a concentrated approach, the firm’s discipline, focus and team cohesion position it as a top notch and enduring player in the Australian equity landscape,” the ratings firm said. “Northcape’s concentrated Australian equity strategy combines deep expertise, a disciplined quality focus, and a resilient business model.”
The Warakirri Concentrated Australian Equities Fund provides access to a concentrated portfolio consisting of the manager’s best ideas, typically holding between 15-30 stocks.
To find out more, visit the Fund page Warakirri Concentrated Australian Equities Fund
The Genium rating (assigned July 2025) presented in this document is issued by Genium Investment Partners Pty Ltd ABN 13 165 099 785, which is a Corporate Authorised Representative of Genium Advisory Services Pty Ltd ABN 94 304 403 582, AFSL 246580. The Rating is limited to “General Advice” (s766B Corporations Act 2001 (Cth)) and has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without notice. Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision in relation to this financial product(s). Genium receives a fee from the Fund Manager for researching and rating the product(s). Visit Geniumip.com.au for information regarding Genium’s Ratings methodology.
