Investment Strategies
Our investment strategies harness an active, bottom-up approach to stock selection that combines the market knowledge of long-tenured portfolio managers with the original research of a specialist group of analysts. Research-driven stock selection generates portfolios distinct from the market. We believe our high-conviction approach gives investors the best opportunities to earn superior results.
Global Equity Strategies
We provide investors access to investment solutions focused on Global Growth and Improving companies. Our investment decisions are supported by a robust research platform that conducts in-depth fundamental analysis of individual securities with ESG integration.
Global Growth
A global growth strategy seeking to provide above-market returns with market-level volatility by investing in growth companies where the portfolio managers have a differentiated view on the duration and/or magnitude of growth.
Global Value Improvers
A strategy which invests in equity securities of global companies that are considered to be undervalued, and are improving on environmental, social and governance measures through transforming their own products and services or enabling other entities to advance ESG objectives.
Listed Real Asset Strategies
Our teams bring decades of experience investing across global listed infrastructure and real asset companies. These strategies serve as liquid, inflation-linked, income-generating building blocks for investment portfolios.
Global Infrastructure Value
A global listed infrastructure strategy suitable for investors seeking capital growth and stable income over the long term. The strategy invests in a range of listed infrastructure securities spread across geographic regions in both the developed and emerging markets.
Global Infrastructure Income
An income-oriented global listed infrastructure strategy suitable for investors seeking regular and stable income and capital growth over the long term. The strategy invests in a range of listed infrastructure securities spread across geographic regions in both the developed and emerging markets.
Global Sustainable Infrastructure
A global listed infrastructure strategy that aims to invest in listed infrastructure assets with certain characteristics such as lower carbon emissions and favourable ESG ratings as determined by the investment manager.
Global Real Income
An income-focused strategy that invests in a distinctive blend of listed Real Assets, including Real Estate Investment Trusts (REITs), infrastructure, and utilities, spread across geographic regions in both the developed and emerging markets.
Australian Real Income
An income-focused strategy that invests in a diversified portfolio of listed Real Assets, including Real Estate Investment Trusts (REITs), infrastructure, and utilities, primarily from Australia.
Australian Equity Strategies
Our Australian Equity solutions have a disciplined and repeatable investment approach that rely on a common fundamental and quantitative research platform.
Australian Active Equity
Australian Active Insights
A strategy that aims to transform pure insights into alpha by investing in a diversified portfolio of ASX-listed equities.
Australian Value Equity
A high-conviction strategy that invests in a diversified portfolio of ASX-listed equities with an active value focus for long-term capital growth.
Australian Sustainable Equity
A sustainability-focused strategy that aims to create an active pathway to a sustainable future by investing in a diversified portfolio of ASX-listed equities.
Australian Dynamic Value
A strategy that combines the benefits of our style-factor neutral Australian Active Insights Strategy and our Australian Value Equity Strategy in a single diversified portfolio of ASX-listed equities.
Australian Equity Income
Australian Equity Income
A strategy that aims to provide a consistent and growing income stream through an actively managed selection of ASX-listed equities, favouring those that are highly-franked dividend payers.
Australian Ethical Income
A strategy that aims to provide a consistent and growing income stream through an actively managed selection of ethically screened ASX-listed equities, favouring those that are highly-franked dividend payers.
Australian Sustainable Income
A strategy that aims to provide a consistent, growing income stream through actively managed, ethically screened ASX-listed equities, favouring highly-franked dividend payers assessed using a proprietary approach for understanding sustainability and financial attributes.
Emerging Markets Strategies
High-conviction, stock focused emerging market portfolios.
Emerging Markets
A high-conviction strategy that focuses on identifying high-quality emerging market companies with robust balance sheets and growth potential.