The Conscious Investor® Fund
      Investing in Companies that Increase Earnings Year After Year

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Information Memorandum

Although the Information Memorandum contains all the legal requirements for the Fund, it also has much more.

It describes the timeless investment principles used by the Conscious Investor Fund that will help give you peace of mind when you invest in it.


Topics covered in the Information Memorandum include:

  • Why market volatility is desirable
  • The four steps of how the Fund invests based on Conscious Investor
  • Understanding how automatic margins of safety target the three areas of risk
  • How we determine whether management is honest, rational and acting in the best interests of shareholders
  • The advantages of paying fixed fees and not fees based on funds under management
  • Why investments should be like castles with deep moats
  • What is means to be a Conscious Investor