Our equities team offers a differentiated investment approach through a diversified portfolio of stocks across the spectrum of company sizes and sectors.

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Equities have historically provided attractive long term returns with portfolio diversification benefits. We are committed to actively investing in high quality businesses while maintaining a key focus on longer term capital preservation. 

Our capabilities

We actively invest across the spectrum of company sizes and sectors to provide investors a diversified portfolio of stocks.  

In general, our style of investing is to source high quality businesses with solid balance sheets in sectors where we understand the fundamentals. Our equities portfolio is designed to be mindful of economic cycles, invested in businesses with strong underlying performance and which are likely to be more resilient in adverse macro conditions. We look for businesses where industry tailwinds are set to support growth. 

Investment opportunities

We offer a range of wholesale equities investment solutions. 

Select what type of investor you are by toggling the switch below. 

Individual investor

Wholesale investor

Let’s talk

For more information and to arrange a discussion, please contact us.

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  1. Assets under management, as at 30 June 2023

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