BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?


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    WE’VE GOT THE HOME-GROUND ADVANTAGE

    WE’VE GOT THE HOME-GROUND ADVANTAGE.

    Aussie equities is all we do

    For more than 29 years our Australian equity funds have been well-rated by the research community and earned us a number of industry awards. Our single-minded focus on Australian equities helps us deliver repeatable, sustainable and consistent investment outcomes for our clients.

    What gives us our edge?

    We’re at home taking strong active positions in undervalued securities to deliver higher returns with acceptable risk. We do this by applying our rigorous fundamental research, sharing insights and ideas, running objective corporate valuations, and overlaying our unique multi-layered analysis model. 

    We identify ‘hidden gems’ that other managers can miss

    Capturing alpha

    We apply a disciplined investment process to determine intrinsic value and identify areas for consistent long-term, higher risk-adjusted returns.

    1. Fundamental research

    We complete detailed fundamental analysis on the stocks and sectors in our universe, incorporating analysis of risks, opportunities, and ESG factors to drive our stock valuation.

    2. Stock ranking model

    Our proprietary quantitative ranking tool provides a comprehensive return forecast for each covered stock, encompassing capital gains, dividend income, and franking credits. This enables us to compare stocks across the market in terms of relative value.

    3. Stock risk assessment 

    Stocks are vetted for earnings risk, balance sheet risk, industry and structural risk, ESG issues, and are subjected to scenario analysis to assess upside and downside outcomes.

    4. Portfolio Construction

    We use a portfolio risk model to assess and manage aggregate portfolio risk and any unintended biases to build a high-conviction, diversified portfolio of quality companies.

    SIGN UP TO INSIGHTS AND NEVER MISS AN ISSUE

    If you haven’t already, subscribe to Insights to get all the latest news from the team behind our Australian equities funds. 

    How to invest

    For any enquiries in relation to our products, please contact Investor Services on 1800 034 494.