The Australian equity market offers no shortage of investment opportunities. The challenge is identifying those where earnings growth, valuation and conviction align.
Anchored in a Growth at a Reasonable Price (GARP) philosophy with a quality bias, our investment approach is driven by rigorous bottom-up fundamental research and enhanced by top-down macro and thematic insights, helping identify businesses capable of delivering sustainable earnings growth through the cycle.
The result is a suite of high-conviction Australian equity strategies – Australian Core Equity and Australian Small & Mid Cap – designed to generate alpha through the cycle via concentrated exposure to the team’s best ideas.
Managed by an experienced team with more than 130 years of combined investment experience and a decade-long track record, the strategies reflect a disciplined and repeatable approach to generating alpha across market cycles.
Strategies in this range- Australian Core Equity - A concentrated Australian equity portfolio focused on identifying high-conviction opportunities across the S&P/ASX 200. Actively managed through a full market cycle, the strategy seeks to generate long-term alpha through exposure to the team's best investment ideas. Benchmark: S&P/ASX 200 Total Return Index.
- Australian Small & Mid Cap - A high-conviction Australian equity portfolio focused on small and mid-cap companies, where emerging growth opportunities, market inefficiencies and active stock selection can drive long-term alpha generation. Benchmark: S&P/ASX Mid/Small Cap Total Return Index.
Available via BT Panorama, HUB24, Netwealth, CFS Edge and Private Portfolios
Past performance is not a reliable indicator of future performance.