High Conviction

PerformanceDecemberQuarter1 Year3 Yrs p.a.5 Yrs p.a.10 Yrs p.a.Inception
High Conviction2.2%0.3%14.4%24.3%14.9%15.8%385%
All Ordinaries Accum2.7%2.5%17.8%14.8%10.4%11.0%165%
Outperformance-0.5%-2.2%-3.3%+9.5%+4.4%+4.8%+220%
  • High Conviction
  • ASX Accum. Index

Portfolio Construction

The High Conviction portfolio will typically hold 15-25 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 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 case.

A history of strong returns

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