GROW YOUR WEALTH
Proven investment performance with a capital preservation focus
We manage a concentrated portfolio of companies offering outstanding long-term
We offer investors high active share exposure that is complemented by a defensive sleeve to promote
capital preservation, with the flexibility to invest in Asian companies and expand the range of
Our high conviction equity style has a seven-year track record of outperformance against the
Australian equity benchmark and our investment team is 100% dedicated to the management and
performance of this strategy.
Between 2010 and 2018 San Francisco has been one of the fastest growing regions of America with an ~36% increase in jobs created, fuelled by the Silicon Valley boom. This compares to ~14% increase in total number of jobs in the US across the same period . As Tony Montana taught us “first you get. Read more...
In our quest to evolve as fund managers we are constantly reading. Reading the likes of Peter Lynch, Warren Buffet (Alice Schroeder), Joel Greenblatt, Barton Biggs and Jack Schwager to understand what makes portfolio managers great. The list below is by no means exhaustive but includes some of these key attributes identified in our reading:. Read more...
People that know me know that I love a burger. If it doesn’t work out for me as an investor it has been suggested − that with my list of 74 burger joints sampled throughout Melbourne − I may have to fall back on a career as a burger blogger. My burger odyssey began enthusiastically. Read more...
“We believe investor biases and other market forces often create a disconnect between stock prices and intrinsic values.”