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Build True Wealth with
the Edison Trending Fund
“Before we had released any specific details on fund investment parameters, strategies or pricing, we had over $42 million of investment committed internally from existing clients. Such is the level of confidence and trust that the team has built over the years”.
Trent McGraw – CEO @ Edison Capital.
OUR STORY
We are in the enviable position to have brought together the team behind arguably the most successful share trading advisory service of recent times, Equity Story. Since 2014, in what has been a near flat market our team have provided thousands of clients with 442 closed trading recommendations with specific entry and exit points. Over 90% of these recommendations allowed clients the opportunity to close out their trade in profit.
Over the years the team has seen overwhelming demand from clients to establish a managed fund. With over four years of proven historical trending results behind us, we founded Edison Capital in December of 2017. We are a boutique wholesale fund manager investing with the same trending principles that have historically brought clients so much success.
OUR TEAM
Trent McGraw / Founder & Chief Executive Officer
Trent has successfully founded and grown multiple companies. Amongst his many achievements is the co-founding and running of arguably the most successful share trading advisory service of recent times, Equity Story. He brings a diverse range of experience across all business sectors to his role as Chief Executive Officer.David Tildesley / Chief Investment Officer
David is widely regarded as one of Australia’s leading trending analysts. In 2014 David founded arguably the most successful share trading advisory service of recent times, Equity Story. David holds a Degree in History & Sociology (BA & B.Sc).Peter Kopetz / Senior Investment Analyst
Peter brings with him 15+ years of analytical experience. A specialist in fundamental analysis, Peter has been a long-term contributor and lead fundamental analyst for Equity Story. Peter holds a Diploma in Applied Finance & Financial Markets.Daniel Han / Investment Analyst
Daniel is experienced in the analysis of equities, IPO’s and M&A transactions. Specialising in trend identification. Daniel holds a Bachelor of Commerce (Major in Accounting & Finance)Tim Baker / Compliance Manager & Head of Client Services
Tim has 10+ years of high level funds management experience and is the founder of a leading boutique firm specializing in corporate services for investment managers, with a proven track record of optimizing investment operation services. Tim holds Bachelor of Commerce (Major in Banking & Finance)Kevan Baker / Head of Digital & Marketing
Kevan is a leader in his field. Amongst his many achievements is the co-founding of a media firm which manages more than $288 Million of marketing spend a year, and were awarded 200+ times in 2016. Kevan holds a Bachelor of Honours in Media & Communications.
“Our investment selection process is beautiful in its simplicity, and just works”
David Tildesley – Chief Investment Officer @ Edison Capital.
Mission
Capitalising on a proven investment model, to provide investors the opportunity to diversify and outperform. With a mandate to target annualised returns of over 15%.
Vision
To be a leading global fund manager, providing a platform of world-class investments through an active approach by our world-class management team.
Commitment
We believe in our investment models. Edison Capital staff, directors and shareholders have our own personal money invested alongside our clients.
STRATEGY
The fund seeks to identify high quality equity investment opportunities with strong fundamentals, then leverage a proven technical trend following strategy to identify optimal entry and exit points. This approach will likely result in higher turnover of positions, however seeks to be exposed to companies at the point at which they are favorably trending.
In conjunction with this, the fund will also look to hold 2-4 high conviction/ high growth opportunities with longer investment timeframes.
The fund will implement these research capabilities over listed equities both domestically and internationally. The ability to go both long and short provides the fund with opportunities to outperform in any market condition.
Founded in December 2017, Edison Capital aims to be one of the leading investment managers in the industry with a mandate to target annualised returns of over 15%.
PLEASE CONTACT US FOR CURRENT PERFORMANCE FIGURES.
TESTIMONIALS
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“Greatest stock picks by far. An advisor you can trust.”
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“Your team are excellent at finding good young growth stories. Your selections have turned my portfolio around to the positive. So, thank you.”
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“I was a little sceptical at first about the success and took a risk, but now after more than a year, I can confidently say that you guys do an amazing job”
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“I couldn’t be happier with the team. I am by no means a wealthy man, but it has allowed me to live modestly and not have to do any other work, so a total life changer.”
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“After having been under the so-called care of a broker for many years with my superannuation fund I was amazed at the results you achieved for me over a very short period. You have given my superannuation fund a new lease of life. I only wish I had found you years ago.”
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“The best share trading decision I have ever made”
HOW TO INVEST
CHANGE IS ESSENTIAL TO GROWTH
It's time to change to a fund manager known for high-performance active trading delivering you maximum potential returns.
The Edison Trending Fund is open to Wholesale Investors only. If you are unsure if you qualify, a definition can be found within the Information Memorandum.
Please send completed Application Forms to:
Edison Capital
Edison Trending Fund Unit Registry
PO BOX 564
Rockhampton, QLD 4700
CONTACT
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Edison Capital
470 Sydney Road
Balgowlah, Sydney
NSW 2093.