High Conviction

PerformanceJulyQuarter1 Year3 Yrs p.a.5 Yrs p.a.7 Yrs p.a.Inception
High Conviction3.6%14.4%0.3%11.8%11.0%12.3%235.3%
All Ordinaries Accum1.0%8.5%9.0%5.7%5.5%7.0%96.4%
Outperformance2.6%5.8%9.3%61%5.4%5.3%138.9%
  • High Conviction
  • ASX Accum. Index

Portfolio Construction

The High Conviction portfolio will typically hold 10-20 ASX listed equities with no index restrictions.

Portfolio Construction

The High Conviction portfolio will typically hold 10-20 ASX listed equities with no index restrictions. Typical starting weight up to 5%, target maximum position ...

Portfolio Construction

The High Conviction portfolio will typically hold 10-20 ASX listed equities with no index restrictions. Typical starting weight up to 5%, target maximum position 10%.

Investment Objective

To maximise returns for investors through fundamental research and active portfolio management. We identify a

Investment Objective

To maximise returns for investors through fundamental research and active portfolio management. We identify a structural investment thematic and seek to invest in undervalued ...

Investment Objective

To maximise returns for investors through fundamental research and active portfolio management. We identify a structural investment thematic and seek to invest in undervalued securities with concentrated exposure to that theme.

Investment Strategy

Actively manage a portfolio of sustainable businesses with strong management, thematic, growth prospects and investment

Investment Strategy

Actively manage a portfolio of sustainable businesses with strong management, thematic, growth prospects and investment case.

Investment Strategy

Actively manage a portfolio of sustainable businesses with strong management, thematic, growth prospects and investment case.

Monthly Newsletter

July 2020
June 2020
May 2020
April 2020
March 2020
February 2020

A history of strong returns

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