We specialise in the management of investment portfolios across Australian equities, Asia Pacific ex-Japan equities and global listed infrastructure securities.
We also manage multi-asset portfolios that have exposure to Australian and international equities, Australian fixed interest, real estate investment trusts (REITs), alternative assets and cash.
Established in 1984, our aim is to achieve attractive long-term returns for our clients over the long term.
We place significant emphasis on retaining our boutique heritage, as this ensures flexible decision making and a strong alignment of interests with our clients.
We are a signatory to the United Nations Principles for Responsible Investment (UNPRI) and support a wide range of charities and educational institutions.