As one of Australia’s largest and most experienced Australian equity managers, we’ve navigated our way through our fair share of market ups and downs. While conditions don’t always play in our favour, our proven process means we’ve delivered excess alpha for more than 27 years*.
Episode 2: How we find value in the Australian share market
In part two of our Good Value Series, Jason Kim discusses how our intrinsic approach to assessing a company’s worth helps us identify undervalued businesses that can deliver higher risk-adjusted returns and avoid value traps.
*as at 31 December 2022. Total net excess returns of 0.38% since inception.
