A commitment to delivering strong and sustainable returns

We are dedicated to delivering superior, repeatable investment returns for our investors. We build trusted and long-term relationships, working with our clients to help them achieve their investment objectives over long time horizons.

An active and independent approach

Our portfolios are built around high-conviction ideas drawn from our own fundamental, proprietary research. We undertake over 2,000 meetings each year with management teams, boards, competitors, customers, suppliers and industry experts every year, developing a deeper understanding of the companies and industries in which we invest.

A large, specialised and experienced team

Our Australian equities and fixed income team comprises 27 investment professionals with an average 18 years’ industry experience. Having a large number of dedicated members helps to ensure we undertake detailed analysis to gain the best insights across a raft of industries and asset classes. Our teams collaborate daily to gain insights across both the equities and fixed income markets.

Risk management and compliance at the core

We have robust investment processes and a rigorous risk management and compliance infrastructure. In addition, we place a strong emphasis on environmental, social and governance (ESG) issues, which form a mainstream part of our research process and risk analysis and are considered to varying degrees across all of our investment strategies. We are a signatory to the United Nations Principles for Responsible Investment (PRI) and take our responsibilities as active owners seriously; where ESG issues have been identified we constructively engage with management or company boards to seek progress on the issues. We believe our approach drives improved outcomes for all shareholders.