Investment Approach

The following portfolio is designed utilising both primary and third-party research in order to identify and value profitable, high-quality ASX listed companies. Any investment decisions are made taking along-term view. The Strategy is designed to generate tax effective returns from a concentrated portfolio of companies with future forecasted earnings growth in excess of the ASX200 whilst also seeking to maximise income through dividends.

The portfolio is concentrated with a maximum of 12 holdings at any one time. We do not believe in diversification for diversifications sake and would rather hold best of breed businesses within their sectors. Portfolio diversification is achieved by investing across various geographies and industries as well as companies that have different earnings drivers.