High Conviction

PerformanceMarchQuarter1 Year3 Yrs p.a.5 Yrs p.a.10 Yrs p.a.Inception
High Conviction1.2%-1.8%69.4%12.8%15.6%14.3%316.6%
All Ordinaries Accum1.8%3.6%41.2%10.1%10.6%8.0%133.3%
Outperformance-0.7%-5.4%28.2%2.7%5.0%6.3%183.3%
  • 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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