Investment Philosophy

The major tenets of our investment philosophy are:

  • Research is the key to on-going success.

  • The Australian share market structure has exploitable market inefficiencies.

  • A diversified investment approach will perform better in the relatively narrow Australian share market.

  • A systematic process, which uses all appropriate investment tools and eliminates unrewarded risks, is the best way to add value.

  • Judgement and experience are required to identify circumstances where a systematic process might falter, and where information is suspect.

  • A restriction on funds under management enhances flexibility, contains transaction costs and ultimately preserves performance potential.

Additional Information