BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?

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    THE RETURN WE’VE ALL BEEN WAITING FOR

    WE’VE GOT THE HOME-GROUND ADVANTAGE

    Our Australian equities have come home to Tyndall

    In 2011, Tyndall was bought by one of Asia’s largest asset managers—Nikko Asset Management. A true Aussie success story, Tyndall was a well-recognised and highly rated asset manager, delivering strong performance for investors.

    After ten years of flying the flag for Nikko Asset Management, the team behind Australian success story, Tyndall, returns to continue what it does best: Australian equities.

    What gives us our edge?

    Investing in Australian equities isn’t something we dabble in, it’s all we do.
    As one of Australia’s largest and most experienced investment teams, 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. It’s this depth of research that makes all the difference.

    Capturing alpha

    We believe all stocks have an intrinsic value and that inefficiencies in the market create buying opportunities. Applying our ‘Comparative Value Analysis’ lets us identify mispriced stocks that represent good value. We apply a four-step investment process to build our portfolios.

    1. Research

    We complete detailed fundamental analysis on the stocks and sectors in our universe, incorporating analysis of risks, opportunities, and ESG factors. Where ESG issues are identified as material, we adjust stock valuations to incorporate them. Only when we’ve fully researched, modelled, and valued stocks will we take a position.

    2. Ranking

    Our proprietary quantitative ranking tool includes a total return forecast for each stock we cover. This forecast return includes capital gains, dividend income and franking credits. These returns allow us to compare stocks across the market based on relative value.

    3. Risk Assessment 

    To make better buy/sell decisions and reduce the risk of value traps, our team runs a quality and risk assessment on each stock vetting for earnings, structural, and balance sheet risk, ESG issues, cycle position, optionality, and sector/stock diversification risk.

    4. Portfolio Construction

    The team builds high conviction, diversified portfolios consisting of stocks with high forecast returns. A portfolio risk model is used to assess and manage aggregate portfolio risk and any unintended biases.

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    How to invest

    Contact Investor Services on 1800 251 589 or for wholesale investors
    contact our distribution team on +61 2 8072 6300.