Above The Index Asset Management (‘ATI’) is a boutique Australian equity manager, specialising in the manufacture of low-cost, value-adding Australian share portfolios. Established in September 2004, ATI’s investment style is premised on a ‘relative value’ methodology, meaning that investments are generally purchased and held as long as they represent relatively good value. ATI focuses on selecting those companies whose share prices appear cheap relative to the universe of shares and the GICS industry sector that they are in. The process is designed to outperform the relevant benchmark index in both rising and falling markets. The process also enables the replication and enhancement of passive benchmark index mandates.
Ausbil Dexia Limited (‘Ausbil’) - Established in April 1997, Ausbil is an Australian equities specialist and joint venture between senior members of Ausbil’s Australian investment management team and Dexia Asset Management, the asset management arm of the Dexia Group, a major European bank. The joint venture offers investors the focus and personal attention delivered by an employee owned boutique, but with
the backing and financial integrity of a global banking partner.
Dalton Nicol Reid is a pioneer in the provision of managed accounts within the Australian market. Established in 2001 Dalton Nicol Reid is an independent, boutique asset manager delivering investment portfolios for institutions and individual investors. The provision of separately managed accounts (SMA’s), as in this PDS, is a specialty of the firm. Dalton Nicol Reid’s objectives are:
- Achieve excellence in performance,
- Deliver transparent, efficient and independent investment solutions, and
- Build and protect the wealth of their clients.
JBWere - JBWere is a pre-eminent financial services organisation that provides a wide range of, advisory and wealth management services to a substantial and diversified client base. We seek to be the adviser of choice for our clients throughout Australasia and, through our vast financial networks, provide leading capabilities that extend to financial markets globally.
JBWere has unparalleled knowledge and experience in Australasian markets and far-reaching capabilities that extend into global markets. JBWere provides extensive services, across every major asset class, to many private clients throughout Australia and New Zealand.
The principles of integrity and dedicated client service, astute market knowledge and a commitment to excellence are ingrained in the firm’s culture. These values, combined with quality research and investment products, make JBWere a trusted partner for many investors.
Lonsec Limited (‘Lonsec’) - Lonsec takes an active approach to investing and focuses on generating absolute returns, over the medium to long term, through concentrated portfolios. Lonsec employs a four-step investment process. Portfolios are heavily influenced by ‘top-down’ themes at the portfolio construction level. They then employ four share filters (industry, company quality, valuation and risk) to select their shares at the share selection level. Risk is managed at both the portfolio construction level and the share selection level. The final step involves managing the portfolios and regularly reviewing their top-down themes and share selections.
Platypus Asset Management was founded in 1998 by Donald Williams and Nicholas Wright as a specialist, active, high conviction Australian equity Manager. In 2006, it formed a joint venture with Australian Unity Investments (AUI).
Platypus is an agile and innovative fund manager. Platypus’ investment management focus revolves around the belief that performance is paramount. Success for Platypus has never been to simply better the index, but to provide industry-leading returns for our clients regardless of market conditions.To achieve this Platypus employ a rigorous analysis of each and every investment, coupled with a culture of strong risk management.
Proactive Portfolios Pty Ltd is a newly incorporated firm set up to house the expertise that has been developed in the delivery of multi -asset class and multimanager model portfolios for financial advisers and their clients over recent years. The objective is to deliver that expertise in the form of implemented portfolios via SMA platforms to a wide range of financial advisory firms and their clients. The Proactive Portfolios approach to portfolio management is:
- Active in the use of expert investment inputs in the management of both asset allocation and asset selection within asset classes
- Proactive in the management of asset allocation across asset classes using a relative value approach which uses long term fair value as a benchmark for comparison against market prices for assets
- Value based in asset selection and focussed on not paying too much for assets within asset classes by using a fair value benchmark for asset acquisition
Ralton Asset Management Limited is a BOUTIQUE investment manager owned and operated by experienced and passionate investment professionals. We are a highly focused VALUE manager with an investment philosophy and researchdriven investment approach that has been developed over many years. And as one of Australia’s only managers specialising in SEPARATELY MANAGED ACCOUNTS, Ralton is able to combine active portfolio management with the best features of direct share ownership. The end result is a highly transparent and tax efficient investment portfolio professionally managed by Ralton.
Renaissance Property Securities (‘Renaissance’) - was established in 2003 by well known fund manager Carlos Cocaro and Damien Barrack as a specialist investment manager of listed property securities portfolios. Renaissance currently manages approximately $510 million of listed property securities.
SG Hiscock - SGH was founded by Stephen Hiscock and 5 other principals in August 2001 and is 100% owned by staff. The principals were formerly employed at National Asset Management (NAM), a subsidiary of National Australia Bank Limited. Since its inception in August 2001, SGH has grown from $5 million to over $1.6 billion as at 31 December 2009.
SGH has a range of funds and a mix of wholesale clients in Australia as well as a number of high net worth and retail clients who predominantly invest through investment platforms and financial planners.
