Our value-based investment philosophy and disciplined investment process has generated attractive returns for our Australian equity clients for over 30 years.
At the heart of our investment philosophy is our bottom-up stock selection approach, which is driven by in-depth analysis and estimates, prepared by our experienced team of investment professionals.
We use this internal research to help us identify Australian companies that are currently trading at an attractive discount to their true underlying value. These companies may have fallen out of favour with investors in the short-term due to a company-specific announcement, a profit downgrade, a negative growth outlook or a new market trend.
We know from our decades of experience that the market, more often than not, overreacts to many of these short-term events. That’s why we always take a long-term view, as it allows us to look through this short-term ‘noise’ and invest in good companies at attractive prices. It’s an investment approach that some describe as contrarian, given we tend to avoid those companies that are seen as ‘market favourites’. We offer both large and small company investment strategies.
Our process has been consistently applied for over 30 years and is one that continues to provide what our clients want from us.
Key benefits of our investment capability
- Our track record of long-term capital growth
- Our disciplined value investment philosophy
- Our strong alignment with client interests
- Our experienced investment team
Our Australian equities fundsAustralian Equities
Investment philosophy and process