Overseen by our Investment Committee, the portfolio is constructed around the recommendations from our selected fund managers. We seek to create a relatively concentrated portfolio of between 25 and 30 Australian and internationally-listed securities.
Our fund managers have strong performance track records and have very high conviction in the stock/s they recommend. We maintain a regular dialogue with each manager to ensure their conviction in the stock remains intact throughout the investment period. Should an investment thesis play out or change materially, the Company may close out or replace the investment recommendation after consultation with the fund manager.
The unique blend of manager investment philosophies and styles aims to minimise the portfolio’s investment bias, and despite the relatively small number of securities (25-35), the portfolio has diversified exposure across geographic regions and industry sectors.