Valu-Trac Investment Management Limited

Intrinsic Value: Single Discipline, Global Investment
 
 
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   Moray Place Investment Company
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Growth Fund
 
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   VT iFunds OEIC
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   VT Morningstar Informed Smartfund ICVC
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   -  VT Tcam Absolute Return Portfolio
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Moray Place Investment Company
Registered in Scotland, No. IC000934

 

Moray Place Investment Company (MPIC) is an open-ended investment company (OEIC), authorised and regulated in the UK by the Financial Conduct Authority as a non-UCITS retail scheme.

The company is intended to be a long-term investment vehicle for like-minded individuals. It is low cost, straightforward and free of the conflicts of interest that bedevil the money management industry.

MPIC's objective is to preserve and grow (in that order) the purchasing power of its investors' capital. The investment manager believes that it is most meaningful to assess the MPIC's progress over a full economic cycle, which is typically 5-10 years. Over this time frame useful comparators include UK consumer price inflation, the yield on long-dated gilts, and equity indices.

MPIC expects to achieve its objective primarily through owning shares in established companies listed on stock exchanges around the world. It will not borrow, use derivatives, short-sell securities, or invest in property directly.

The investment approach is uncomplicated, disciplined and patient. The investment manager also believes that it is conservative, if idiosyncratic. MPIC is not designed to appeal to a broad constituency. It is only suitable for investors who can evaluate the merits and risks of such an approach: if you cannot, or it makes you uncomfortable, or it simply does not suit your psychology, you should not invest.

The company prefers to send information only to people that the investment manager has met. If you have a serious interest in knowing more about MPIC, please read its reports below and contact the investment manager, Peter Hollis at Hollis Capital.

Documents

MPIC Annual 2017 MPIC Interim 2018 Key Investor Information
MPIC Annual 2016 MPIC Interim 2017 Prospectus
MPIC Annual 2015 MPIC Interim 2016 Stewardship Code
MPIC Annual 2014 MPIC Interim 2015  
MPIC Annual 2013 MPIC Interim 2014  
MPIC Annual 2012 MPIC Interim 2013  

 

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0.00512 Last Update: December 19th, 2018