Yarra Capital Management
Tools & Resources

Australian Equities FAQs

Refer below for responses to frequently asked questions relating to Yarra Capital Management's Australian Equities strategies.

Australian Equities FAQs

What is our investment philosophy?
  • We are an active manager focused on undertaking fundamental research on companies to identify inefficiencies that lead to mispricing of listed equities.
  • We take a style-neutral approach to the Australian equities market to ensure we can participate in opportunities are they arise rather than being constrained to a value or growth bias.
  • We are long term investors which leads to tax and brokerage efficiency.
What strategies do you manage in the Australian Equities space?
  • We manage a range of Australian Equities strategies covering large, mid and small cap portfolios, a concentrated portfolio, Australian Infrastructure and A-REIT portfolio and an absolute return portfolio.
Who is the manager of my investments?
  • The team is led by Dion Hershan, Head of Australian Equities, supported by Katie Hudson, Head of Australian Equities Research, as part of a team of 10 investment professionals.
How do I access your strategies?
  • Individual investors can invest directly with Yarra Capital Management, via their adviser and / or platform.
  • Institutional investors can access the strategy directly, please contact a member of the client team to discuss your specific requirements further.
What type of client would suit?
  • Clients seeking capital growth by having an actively managed Australian equities portfolio.
Why Yarra Capital Management?
  • We have an active and independent investment approach built around high conviction ideas. Balance across investment styles is designed to deliver more consistent outcomes for investors
  • We have a large, stable team aligned with our investors and who are focused on identifying differentiated insights through deep research on Australian companies
  • We incorporate an Environmental, Social and Governance (ESG) framework into our research process and are active shareholders of the companies we own
What is the organisation’s structure?
  • Yarra Capital Management is a leading Australian boutique fund manager based in Melbourne, Victoria. The firm was established in 2017 following the management buyout of Goldman Sachs Asset Management’s Australian-focussed investment capabilities and operating platform, backed by TA Associates, a global growth private equity firm with a long history of investing in funds management companies
  • We offer our clients a range of actively managed capabilities spanning across asset classes and sectors
What are the benefits of a managed solution compared to a direct approach?
  • Helps to reduce administration burden on investors
  • Provides the benefits of a robust risk management framework and access to strategies which aim to reduce volatility of portfolios through time
  • Provides a diverse range of holdings and provides access to securities that an individual may not otherwise be able to access
  • Ability to engage and access management and boards to develop investment insights which is reflected in portfolios
  • As active shareholders of the companies we own, we work with management teams to achieve positive outcomes for shareholders
What are the benefits of active management compared to a passive/index exposure?
  • Provides differentiated portfolio, we typically hold between 30 – 40 stocks
  • Ability to express conviction in our investment thesis
  • Able to actively express ESG investment views and avoid companies that don’t our meet our ESG criteria
General Advice Disclaimer

Yarra Funds Management Limited (ABN 63 005 885 567, AFSL 230 251) is the issuer and responsible entity of the range of registered managed investment schemes described on this website (‘Funds’). YFM is not licensed to provide personal financial product advice to retail clients. The information provided on this website contains general financial product advice only. The advice has been prepared without taking into account your personal objectives, financial situation or particular needs. Therefore, before acting on any advice, you should consider the appropriateness of the advice in light of your own or your client’s objectives, financial situation or needs. Prior to investing in any of the Funds, you should obtain and consider the product disclosure statement (‘PDS’) for the relevant Fund by contacting our Investor Services team on 1800 034 494 or from our website at www.yarracm.com/pdsupdates/. The information set out in this website has been prepared in good faith and while Yarra Funds Management Limited and its related bodies corporate (together, the “Yarra Capital Management Group”) reasonably believe the information and opinions to be current, accurate, or reasonably held at the time of publication, to the maximum extent permitted by law, the Yarra Capital Management Group: (a) makes no warranty as to the content’s accuracy or reliability; and (b) accepts no liability for any direct or indirect loss or damage arising from any errors, omissions, or information that is not up to date.

Before using any of the financial services offered by Yarra Funds Management Limited, you should read our Financial Services Guide (FSG). This has been prepared to assist you in deciding to use any of the financial services offered by us. We are required to provide you with an FSG if we provide certain financial services to you as a retail client.

Yarra Capital Management