We offer multi-asset solutions for clients looking for portfolio diversification. We have been managing tailored diversified portfolios which meet our clients’ needs as well as offering pooled investment vehicles.
Diversified exposure is achieved by investing in Australian and international equities, Australian fixed interest, real estate investment trusts (REITs), alternative assets and cash.
We have an experienced team of investment professionals who manage equities (Australian, Asia ex-Japan and global listed infrastructure), REITs, fixed interest and cash.
For our international equities exposure, we select asset managers who are regional specialists with complementary investment styles and philosophies to our own.
Our asset allocation committee is highly experienced and includes asset class specialists along with an external macroeconomics expert.
We understand the importance of asset allocation in driving returns and we aim to add value from both asset allocation and stock selection. The asset allocation committee meets regularly to make tactical asset allocation decisions
We use our value-based investment philosophy and have a rigorous investment process which seeks the optimal asset allocation to meet our clients’ investment objectives.
Reasons to invest with us
- Our track record of long-term capital growth
- Our disciplined value investment philosophy
- Our strong alignment with client interests
- Our experienced investment team