ManagerFund NameInvestment StyleWebsite
Greencape Capital Pty LtdGreencape Fund
  • Bottom-up stock picker focusing on stocks displaying value with growth potential
  • Limits the size of the funds under management in order to remain nimble in seeking outperformance for clients
  • Investment style may be classified as growth at a reasonable price
greencapecapital.com
DNR CapitalDNR Capital High Conviction Fund
  • High conviction manager, seeks to identify mispriced quality companies
dnrcapital.com.au
Legg Mason Asset Management Australia LtdLegg Mason Value Fund
  • Value manager owning stocks trading at deepest discount to assessed value in order to maximise returns over the long term
  • High conviction portfolio of approximately 35 stocks with risk assessed on a fundamental quality basis. Designed to take advantage of behavioural bias’ in market participants and stand against the investment crowd
leggmason.com.au/en
Macquarie Investment Management Australia LtdMacquarie True Index Australian

The Macquarie True Index Australian Shares Fund aims to provide investors with pre-tax returns that equal the returns of the S&P/ASX 300 Accumulation Index.

The Fund achieves this by:
a) investing in shares, derivatives and cash, with the aim of providing exposure that closely resembles the exposure of the Index, and
b) entering into a swap agreement with Macquarie Financial Holdings Pty Limited (Swap Counterparty).

These arrangements enable the Fund to provide True Indexing regardless of the performance of the Underlying Investments.

macquarieim.com

Plato Investment ManagementAustralian Shares Core Investment Strategy

Plato Investment Management is  a quantitative investment manager with a distinctive after-tax return focus.

  1. Plato seeks to systematically identify stocks that display the following factors:
  2. cheap relative to similar stocks (‘value’) have improving earnings and momentum (‘momentum’) an
  3. high quality characteristics (‘quality’).

The ‘Core’ strategy has a performance objective to outperform the benchmark (either S&P/ASX 200 or 300) by 2-3% p.a. over rolling three to five year periods. The ‘Enhanced’ strategy has a performance objective to outperform the benchmark (S&P/ASX 300) by 1% p.a. over rolling three to five year periods.

Plato's approach focusses specifically on pre and post retirement requirements. Their portfolio construction approach is is very systematic and is one of the key differentiating factors to the other managers. Plato actively trade in the periods around dividend announcement and Dividend ex-dates, with research showing this to be a value accreting strategy, especially where combined with other “signals”.

plato.com.au

List of Australian Shares can be viewed here

All data is current as at 30 June 2020, all values are unaudited and subject to change.

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