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.
AUD$384.8bn
Equities Assets Under Management
155
Equities Investment
Professionals
20
Average Years’ Financial
Industry Experience
As at 31 December 2025
|
AUD$384.8bn |
|
155 |
|
20 |
As at 31 December 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
Equities Strategies
Insights
Does your balanced fund have these three key essentials?
Three essential elements to consider for an effective balanced strategy, plus trends to watch in equities and fixed income in 2026.
Q&A: Growth at what price? A view on midcap valuations
Why the market may be overpaying for growth, and how a shifting market structure creates both risks and opportunities for fundamental investors.
Global Perspectives: Opportunities in energy and financials amid shifting sector leadership
How interest rates, AI trends, and evolving policy dynamics are influencing the outlook for the energy and financial sectors.