Third Link adds Eley Griffiths Mid Cap Australian Equities Fund broadening its investment portfolio

From

Chris Cuffe

The Third Link Growth Fund (the Fund) has appointed Eley Griffiths Group (EGG) and its Mid Cap Australian Equities Fund to its prestigious lineup of pro bono underlying fund investment managers. This fund of fund partnership aims to enhance the Fund’s diverse portfolio while furthering its mission to deliver strong investment returns alongside delivering meaningful contributions to the community.

Eley Griffiths Group, a leading asset manager in the Australian equities space, will add its expertise to Third Link’s unique model that rebates all management and performance fees, redirecting them to nominated charitable causes. Since its inception in 2008, this approach has achieved impressive investment outcomes for investors while generating over $22 million in donations to Australian charities.

“The benefit of partnering with experienced active managers like Eley Griffiths Group is their ability to identify and capitalise on market opportunities in real-time. This Mid Cap Australian Equities Fund is an excellent addition to our portfolio, diversifying our current investment allocation across Australian equities. The pro bono contributions from fund managers like EGG enable us to deliver strong investment outcomes while supporting Australian charities—a dual mandate that defines Third Link,” Chris Cuffe, Founder and Portfolio Manager of Third Link Growth Fund, noted.

David Allingham, Portfolio Manager at Eley Griffiths Group added, “We are delighted to be associated with the Third Link Growth Fund and contribute to its mission of blending investment success with community impact. With over two decades of experience managing Australian equities at EGG, I look forward to bringing our small-mid cap Australian equities expertise to the fund and delivering value to both investors and charities.”

Launched in November 2023, the Eley Griffiths Group Mid Cap Fund, will typically invest in a portfolio of 25–45 stocks that sit outside the S&P/ASX50 Index. EGG employ a flexible and dynamic investment approach, unconstrained by traditional growth or value styles, with a proprietary score-based system to assess companies. This includes criteria such as management quality, industry structure, growth potential, and valuation relative to the market.

As at 30 November 2024, the Eley Griffiths Group Mid Cap Fund has delivered an impressive return of 28.03% for the past 12 months[1].