EQUITIES

Robust. Fundamental. Dynamic.

Our teams exercise independent thought with high conviction, resulting in portfolios that we believe are well positioned to address our clients' challenges – all within robust risk control frameworks.

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AUD$348.8bn
Equities Assets Under Management

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153
Equities Investment
Professionals

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20
Average Years’ Financial
Industry Experience

As at 31 March 2025

<span class="notranslate">no data</span>

AUD$348.8bn
Equities Assets Under Management

153
Equities Investment
Professionals

20
Average Years’ Financial
Industry Experience

As at 31 March 2025

We measure success by a single factor: client outcomes. As a pure asset manager, our sole mission is to deliver consistent long-term risk-adjusted returns that exceed our benchmarks and peers, regardless of the prevailing investment landscape.

Featured strategies

All-Cap Emerging Market Equity

A style-agnostic strategy that blends top-down macro analysis with bottom-up stock selection aims to identify attractive opportunities in a volatile asset class.

Global Small Cap

Invests in small companies listed globally, seeking long-term capital growth by identifying good quality but potentially undervalued stocks.

Global Alpha Equity

By investing in global companies across the market-cap and style spectrum, we seek to deliver consistently good risk-adjusted returns, not sporadically great results.

Insights

JH Explorer: AI update from Taiwan’s Computex

A trip to this year’s Computex trade show in Taipei reinforced our team’s bullish view on AI.

Small caps: Addressing the “stay-private” trend

Companies may be staying private longer, but that doesn’t diminish opportunities to capture early-stage growth in the small-cap universe.

JH Explorer: A firsthand look at the future of treating atrial fibrillation

Scrubbing in to watch multiple pulse field ablation procedures, we learned about the benefits and risks of this exciting new treatment option for AFib patients.