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
A concentrated portfolio that focuses on companies tht will generate outperformance over the short-term. Stock selection is driven by proprietary research on earnings and conviction scores, drawing on best ideas from a universe of large and small cap companies. 

Our investment process 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.

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

 

Quick Contacts

General Enquiries
Tel (Aus): +61 2 9276 6200