As one of Australia’s first boutique investment managers, Maple-Brown Abbott Limited (MBA) has been managing investment portfolios for investors for nearly 40 years.
MBA is privately owned, with approximately 60 staff based in Sydney and one in Brisbane and, as at 31 December 2020, had A$10.1 billion in assets under management.
MBA initially formed as a boutique investment manager specialising in Australian equities. Over time, the business has evolved and is now a global, multi-boutique business focussing on Australian equities, Asian equities and global listed infrastructure securities, with some of these businesses jointly owned with key staff within the firm.
In addition to a range of Australian institutional, high-net worth and retail clients, both the Asian equities and Global Listed Infrastructure teams manage investments for a number of blue-chip international clients, and MBA now has clients in over 20 countries. We are regulated by authorities in Australia, Europe and the United States, and are also a signatory to the United Nations Principles for Responsible Investment.
Maple-Brown Abbott was established as an investment management firm in 1984 by Robert Maple-Brown and Chris Abbott. Starting with A$35 million under management and specialising in Australian equities, we pioneered value investing in the Australian market.
Since 1984, we have expanded to offer Asia Pacific (ex-Japan) equities and also manage multi-asset funds across the specialist sectors of REITs, Australian fixed interest and Australian and international equities.
In 2012, MBA co-founded the Maple-Brown Abbott Global Listed Infrastructure business with its Principals, a business which manages over A$4.9 billion as at 31 December 2020.
Today we are one of Australia’s leading privately-owned investment management firms, with a global footprint and internationally recognised strategies. We offer Australian managed investment schemes and pooled superannuation trusts, UCITS funds in a variety of currencies and discrete mandates to clients around the world. Our clients include superannuation funds, financial institutions, endowments, charities, family offices, financial advisers, wholesale investors and retail investors, across over 20 countries.
Throughout our journey we have exhibited quiet innovation.
MBA’s Environmental, Social and Governance (ESG) strategy was formalised in 2008, one of the earliest for Australian-based boutiques, when the Board approved our first ESG policy and we became a signatory to the United Nations Principles of Responsible Investing. We have a long-standing commitment to integrating ESG factors into our investment process across each of our investment strategies.
We were also one of the earliest Australian fund managers that launched a UCITS (Undertaking for Collective Investment in Transferable Securities) fund range in Ireland, diversifying both our product offering and our client base.
MBA remains committed to a diverse and inclusive culture, and in particular supports the growth of female participation in the investment management industry. We launched our inaugural Summer Female Internship Program in 2018/2019 offering females in their penultimate year of business or finance studies an internship program working with each of our investment teams. The program has continued each summer and we continue to see excellent candidates for the internship.
Our independence remains an important part of our culture, ensuring our interests are always aligned with those of our clients. We strive to deliver the highest level of service to our clients, and always act with integrity and the highest ethical standards.