About Orca Global Disruption Fund
The objective of the Fund is to provide investors with capital growth over the long-term through exposure to companies that will benefit from disruptive innovation.
The term disruptive innovation was coined to describe a process where a smaller company with fewer resources initially targets a particular market niche and then eventually displaces previously dominant competitors, with its offering taken up by the primary market. However, colloquial usage of the term “disruption” or “disruptive innovation” tends to be more broad, describing the role innovation plays in significantly transforming markets, industries, and companies. Disruption has become increasingly prevalent over recent years, driven by advancements in technology such as fixed line broadband, developments in mobile network speeds and capacity, smartphones, cloud technology and the internet of things.
The Fund has access to an Investment Committee comprised of highly experienced industry professionals and a Portfolio Manager. The Investment Committee and Portfolio Manager understand the role that technology and innovation play in global and domestic markets and have deep insight and experience in this type of investing.
The Investment Committee comprises:
- DAVID EVANS BEc. (Monash) | Chair
- RICHARD GOYDER AO, BCom (UWA) | Committee member
- PAUL BASSAT, BCom, LLB. (Melb) | Committee member
- DAVID THODEY AO, BA (VU Wellington), Hon Doc (Deakin) | Committee member
- SALLY HERMAN BA (UNSW), GAICD | Committee member
- JEFFREY COLE Ph.D. | Committee member
See Investment Committee & Portfolio Manager for more detail.