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We are a specialist manager of Australian equities. Our investment philosophy is implemented by a top-down, bottom-up qualitative investment process to identify quality assets that may be acquired at sensible prices.
Our investment style is best described as ‘style-neutral’ and high conviction. Our portfolios are relatively concentrated and turnover relatively low.
Our investment process is applied also across Australian Stock Exchange listed Hybrid securities.
We are rated by both institutional and retail asset consultants.
 Australian Equities High Conviction Portfolio.
Australian Equities Income Portfolio
* S&P Fund Rating Disclaimer: To the extent that any ratings, opinions or other information of Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) ("Standard & Poor’s) constitutes general advice, this advice has been prepared by Standard & Poor’s without taking into account any particular person’s financial or investment objectives, financial situation or needs. Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients’ objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product and consider the statement before making any decision or recommendation about whether to acquire the product. Past performance is not a reliable indicator of future performance. Ratings can change or cease at any time and should not be relied upon without referring to the meaning of the rating. For more information regarding ratings please call S&P Customer Service on 1300 792 553 and also refer to Standard & Poor’s Financial Services Guide at www.fundsinsights.com.au. Each analytic product or service of Standard & Poor’s is based on information received by the analytic group responsible for such product or service. "S&P" and "Standard & Poor’s" are trademarks of The McGraw-Hill Companies, Inc. ã 2009 Standard & Poor’s Information Services (Australia) Pty Limited.
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