Trent Daly is the founder and portfolio manager of Southern Asset Management Pty Ltd ("SAM"). SAM is an investment management firm based in Adelaide, South Australia.
SAM is the trustee and investment manager of the Southern Capital Unit Trust (the "Fund"), a privately-held unit trust which invests in the public markets with a value-oriented framework.
The Fund was established as a vehicle which would enable close friends and family members to invest alongside its founder.
The Fund's objective is to (a) preserve unitholder capital by attempting to minimise the risk of permanent capital loss, and (b) earn double-digit annual returns for investors over the long-term.