A consistent and rigorous investment approach
As one of Australia’s first boutique investment managers, we’ve been managing investment portfolios for institutional investors for over 30 years.
And while we’ve grown significantly, our independence and boutique heritage remain a strong part of our culture.
A culture that ensures our interests are always aligned with those of our clients and one that has allowed our experienced investment team to generate attractive, long-term returns for our clients.
This approach is underpinned by our strong risk management and compliance framework.
We offer discrete mandates and publicly available trusts in different currencies across Australian equities, Asia Pacific equities, global listed infrastructure and multi-asset portfolios. Our clients include superannuation funds, financial institutions, endowment funds and charitable organisations in Australia and around the world.
We have a dedicated client services team providing our clients with up-to-date market insights, performance updates and portfolio positioning.