Asset Management
We manage funds on behalf of family offices, institutions, and high net worth investors through their advisors, with a strong focus on achieving long-term outcomes. Our vision centers on building lasting, trusted relationships by delivering tailored solutions that meet the needs of advisors and their clients. By prioritizing risk management, our portfolio consistently ranks in the top 5% of Australian equity funds for both Sharpe Ratio and overall performance.
"SMOOTHING THE CURVE"
Our investment philosophy is a bend of economic analysis and market psychology, focusing on risk while evolving through the business cycle. Using a combination of quantitative and macroeconomic indicators, the strategy allows for a less volatile performance, by taking a long-term horizon with active risk management of the short term “noise” of the market, with a focus on the economic cycle. ​
UNIQUE PORTFOLIO WITH PERFORMANCE
We use a top-down approach, with a focus on economic cycles and relationships between companies, industries and global markets. With a long-term focus, the portfolio at times may be invested across both growth and defensive asset classes. Our objective is to mitigate risk while maintaining an above normal return over the long term, underlined by our long-term risk management strategy.
HOLIST APPROACH
We provide consulting to planning firms in regards to their investment processes. We also manages funds on behalf of family offices, institutions and private investors on behalf of their advisors with a focus on long-term outcomes for its investors.
