Findlay Park American Fund

Investment Strategy

The American Fund aims to increase the value of your investment over the long-term by investing primarily in US equities.

The Fund seeks to generate a return over the long term above that of the Russell 1000 Net 30% Total Return Index, a broad universe of stocks representative of the US market.

As an actively managed fund, stocks are selected based on their fit with our Investment Philosophy. The composition of the Fund and its performance may look very different to the benchmark.

Alignment

An owner-operated partnership: one team, one strategy, interests alongside yours.

Resilience

Outperformed our benchmark in 32 of 34 down market quarters since inception.

Consistency

A 28-year record of compound returns, with 10-year rolling annualised returns averaging 12% a year.

Investment Opportunity

Combine deep, team based research with a co-coverage model that builds conviction, drawing on the collective expertise of the investment team, including sustainability input, to identify durable, well managed businesses before the wider market fully prices their quality.

Invest across the full market cap spectrum in the Americas, targeting an all-cap portfolio of 40 to 60 high quality companies with the resilience to compound value over decades rather than quarters.

Prioritise established, profitable businesses with strong downside protection, focusing on “how much could we lose if we get it wrong” rather than chasing maximum upside, avoiding speculative or unproven names in pursuit of steadier, risk-adjusted compounding.