Australian equity strategies based on a common foundation - a results-driven team culture, best ideas process and global value-add leverage.
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Concentrated Australian Equities
Combines growth and value styles to deliver a concentrated portfolio of predominantly large cap stocks that exhibit strong earnings prospects.
Investment Process
Comprises the highest conviction stock ideas from our Core Australian equity and Small Cap strategies. Focuses predominantly on companies exhibiting sustainable growth in earnings; credible management; free cashflow quality and balance sheet strength. Stocks are rigorously screened, researched and rated based upon key metrics to determine which stocks exhibit the most attractive risk/reward pay-offs.
Assets in Strategy
Over $215 million
Target Performance
5% pa above S&P/ASX 100 Accumulation Index (before fees) over rolling 5 year periods.
Target Tracking Error
<9% pa
Number of Stocks
15-35
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Strategy Brief
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Other Australian Equities Links
Core
High Income
Small Companies
Sustainable
Long/Short
Quick Contacts
General Enquiries
Tel: +61 2 9276 6200
Client Services
Tel (Aus): 1300 365 439
Tel (Int): +61 2 9276 6276
