Investment Strategy Overview
It is a big investing world out there and Australian investors need to look outside their borders to gain investment exposure to global leaders and disruptive industries. We focus on the best investments, wherever they may be found.
HOW WE INVEST
We are an active investment manager seeking to deliver absolute returns over the long term.
Our investment philosophy guides us to:
Focus on research
Intensive research into individual companies and their management is the critical process that supports our investment decisions
Remain patient
We take a long-term view because it takes time for the quality and value of our companies to be realised by the market
Invest globally
We invest in quality companies across the capitalisation spectrum, wherever they may be found in the world
Our Strategy is guided by the goal of protecting and growing your capital over the long term.
FOCUSING ON INVESTING IN GREAT BUSINESSES
Private Equity Approach
Private equity mindset
Long-term horizon
Long-biased
Investment in High Quality Assets
High quality franchises
Often asset backing
High sustainable barriers to entry
High return on capital
Risk Management Through Strong Valuation & Analysis
Strong valuation based on cash flow
Deep understanding of the business
Low risk of permanent capital loss
Low volatility not an objective
Activism when appropriate, but not essential
Investments in great businesses with visible, predictable and high free cash flow that is being returned to shareholders