Aussie equities is all we do
For more than 30 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.
Uncovering hidden gems
Fundamental research and a unique stock ranking model enable us to identify ideal buying opportunities.
A thoroughly invested team
Our experienced team of 11 have worked together for more than 15 years and hold equity via a 50:50 joint venture.
A sharper focus
We concentrate on three bespoke funds, including our highly awarded flagship Australian equity fund.
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.
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How to invest
For any enquiries in relation to our products, please contact Investor Services on 1800 034 494.
