We are a specialist manager of Australian equity portfolios for institutional investors such as superannuation funds, religious bodies and charities.
Our flagship fund is the Intrinsic Style Neutral portfolio. It has a long record of achieving returns in excess of the S&P/ASX 200 index.
Responsible investment is an approach to investment that explicitly acknowledges the relevance to the investor of environmental, social and governance (ESG) factors.
Our investment returns have been good over many years. Our style neutral portfolio was the best performing Australian equities manager during the recent global financial crisis (GFC).
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