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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Staude Capital Global Value Fund
Staude Capital Global Value Fund (GVF) investor relations material
Staude Capital Global Value Fund AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary10 Nov, 2026
Opening remarks and agenda
Formal business covered Miles Staude’s re-election and a special resolution for 10% additional share-issuance capacity, followed by a presentation and stakeholder Q&A; agenda included portfolio updates, bond-market themes, a case study and investing happiness.
Financial performance review
Since-IPO annualised return was 11% after fees and expenses, with 7% volatility as of 31 Aug 2026, against an IPO aim of 8%-10% p.a.; Sharpe ratio was 1.17.
A $10,000 initial investment was valued at $32,925 with returns reinvested; taking returns produced $13,600 in current value plus $10,026 in dividends, as of 31 Aug 2026.
Grossed-up dividends since IPO totalled 101.09 cents per share, with 3.9 cents in option VWAP value, through 31 Aug 2026.
Fund size was ~AUD 280m, with a stated preference not to grow materially beyond AUD 350m.
Board and executive committee updates
Miles Staude sought re-election, noting 12 years of service and willingness to continue; the chair put the resolution to a vote.
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Latest events from Staude Capital Global Value Fund
- 11% annualised returns, 7% volatility and a risk-first approach to sizing investments.GVF
Investor presentation - FY2026 saw strong profit, a 7% NTA rise, and a fully franked 3.3c dividend, led by discount capture.GVFH2 2026
- Delivered over 10% annualised returns with strong risk management and diversified strategy.GVFInvestor presentation
- FY2024 saw 14% NTA growth, 18.1% shareholder returns, and a 3.3c fully franked dividend declared.GVFH2 2024
- Strong FY2025 results with 15.8% NTA growth and a fully franked 3.3c dividend declared.GVFH2 2025
- Profit after tax was $8.7M as adjusted NTA rose 4.4%, with a 3.3c dividend declared.GVFH1 2026
- Consistent double-digit returns, prudent governance, and diversification amid rising market risks.GVFAGM 2025
- Consistent double-digit returns, strong diversification, and high IRRs from special situations.GVFInvestor Presentation
- Profit after tax more than doubled, with 11.2% NTA return and a 3.3c fully franked dividend.GVFH1 2025
Next Staude Capital Global Value Fund earnings date
H1 202726 Feb, 2027
Staude Capital Global Value Fund
Next Staude Capital Global Value Fund earnings date
H1 202726 Feb, 2027
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Frequently asked questions
GVF, Staude Capital Global Value Fund Limited is an investment fund focused on achieving long-term capital appreciation through a diversified portfolio of global assets. The fund aims to identify undervalued securities across different sectors and regions, leveraging a disciplined investment approach. Managed by Staude Capital, it targets a mix of asset classes including equities, fixed income, and alternative investments to generate returns while managing risk. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.