Equities

Diverse global equities capabilities


Since 1929 in the US and 1989 in Australia, we have provided institutional investors access to equity funds to meet their diverse needs. Our expertise covers strategies ranging from low-risk to higher-alpha solutions.

Strategies

Our goal is to invest primarily in securities that provide the best potential for capital appreciation.

We only consider companies whose valuations meet our specific investment criteria and have a compelling upside potential in a three to five-year time horizon.

Attractive investments in the global real estate market are identified through a combination of:

  • overview of economic and regulatory conditions
  • fundamental property and security research.

By investing in listed securities of infrastructure operators worldwide, we can give clients access to this asset class with lower costs, as well as greater liquidity and diversification.

With one of the largest dedicated listed infrastructure investment teams, we are recognised as a global leader in infrastructure securities investment.

This is an index solution where the investor pays no management fee and receives index returns.

Investors receive a high degree of certainty of investment outcome and style consistency.

We also offer a flexible low-cost beta solution that may provide significant cost savings.

This strategy focuses on emerging market companies with sustainable franchises that we believe are trading below their intrinsic value and have a high potential to earn returns above capital costs over the long term.

We invest in companies with:

  • identifiable competitive advantages
  • high entry barriers and replication costs
  • products and services that benefit from secular or cyclical growth opportunities.

Our Hong Kong-based team applies a rigorous investment process to minimise risk and exploit key market inefficiencies in the Asian markets.

We identify companies which:

  • rank highly on quantitative screens
  • appear undervalued over the medium term
  • are leaders in attractive industries with a competitive advantage
  • are able to demonstrate strong management and corporate governance.

We believe stock prices are influenced by human emotion and crowd psychology, and seek to capitalise on discrepancies between estimated intrinsic value and price, buying at times of excessive pessimism and selling at times of undue optimism. Our portfolios are relatively concentrated, equal-weighted and reflect our deep conviction.

Our core equity team seeks to exploit the perceived inefficiencies in securities pricing to generate superior risk-adjusted returns for clients.

Portfolios are broadly diversified, with returns driven by stock selection as opposed to sector allocation.

This is an index solution where the investor pays no management fee and receives index returns.

Investors receive a high degree of certainty of investment outcome and style consistency.

The core systematic team has over 15 years experience in managing tax-aware investment strategies in the Australian equity market. They focus on utilising a range of client-specific strategies to deliver efficient after-tax outcomes, as well as looking at better ways to balance the income and capital growth requirements of investors post retirement.

Insights

Important Information

Equities

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