Another Portfolio Pick - the ING Extended Alpha Australian Share Fund
Gian Pandit, Senior Portfolio Manager, Australian Equities, talks to Graham Rich, publisher of Portfolio Construction Forum, about the ING Extended Alpha Australian Share Fund.
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Home > Concentrated Australian Equities
Australian Equities
Portfolios designed to suit investors seeking higher alpha from their Australian equity allocation.
The fine art of delivering alpha At ING Investment Management (INGIM), our philosophy is that in the long term (5 to 7 years), earnings ultimately drive share prices, but in the shorter term (6 to 12 months), changes in company valuations are driven by changes in expectations for earnings which can move share prices in the short term. We also understand that the investment landscape will change over time. For this reason we look at opportunities for outperformance from both value and growth type stocks - rotating from value to growth when it’s appropriate to generate alpha.
Our latest products
ING Extended Alpha Australian Share Fund
The fund aims to outperform the sharemarket by seeking to evaluate a company's potential for success or otherwise, and establishing long positions in stocks which are identified as likely to outperform, and conversely taking short positions in stocks expected to underpeform the market.
ING Alpha Plus Australian Share Fund
The fund aims to outperform the sharemarket by investing in a concentrated portfolio of Australian shares. Stock selection is driven by proprietary research on earnings and analysts conviction scores, drawing on best ideas from a universe of large and small cap companies.
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Meet The Manager
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Fund Fact Sheets
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Market Update
July 2010
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Track Record
Concentrated Strategies
Quick Contacts
Institutional Enquiries
Tel (Aus): 1300 365 439
Tel (Int): +61 2 9276 6276
Adviser Enquiries
Tel (Aus): 1800 832 911
