Why choose us

Experience

Our Investment team undertakes research and portfolio construction, taking collective responsibility for each stock in the portfolio and the resulting portfolio performance. The team approach ensures a high hurdle rate for stocks to enter and stay in the portfolio. We are a specialist global equity manager, owned and supported by one of Australia's most experienced fund management groups. We have a very experienced and cohesive team, the senior members of which have worked together for many years. We have all the advantages of a specialist boutique manager – focus on investing, single product offering, client accessibility, investment manager engagement – combined with the resources and stability of a strong parent firm.

Quality & Value

Our investment experts focus on generating wealth over the medium to long term and aren't swayed by short-term fads or market momentum. We believe that investing in quality companies at the right prices is the best way to create wealth and mitigate downside risk over the long term.

Risk

We have a keen focus on limiting downside risk within the portfolio to preserve capital, and we take a long-term view. This ensures the investment case is realised. This was evident during the recent market turmoil sparked by the sub-prime crisis and mirrors previous periods of market turmoil where we have delivered performance for our clients.

Benchmark independent

We are a genuinely benchmark-independent global equity manager, making global individual stock decisions irrespective of benchmark weights. We will only hold stocks in which we have a high conviction.

Why invest with us now?

The global financial crisis has reinforced some timeless lessons about investment fundamentals. In particular, it has once again shown that if you don't understand an investment you shouldn't invest in it.

Investors at all levels have been powerfully reminded of the risks of investing and they want their fund managers to take responsibility for their philosophy, process and judgements.

While we have an enduring commitment to investing in quality and value, we believe that, following the global financial crisis, our approach is more relevant than ever.

We believe our approach provides the best risk management process against market shocks and that for years to come, financial markets will better reward quality companies with proven business models and solid balance sheets. All of our experience and resources are dedicated to investing in such companies on the basis of attractive fundamental valuations.