About us
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MEET OUR PEOPLE
Directors
Paul Cartmill
DIRECTOR
Steven Everett
DIRECTOR
Kylie Davidson
OPERATIONS & COMPLIANCE
Kylie brings her wealth of experience in financial services and law to her role as Compliance and Operations Manager. After obtaining a Bachelor of Economics, she began her career at Bankers Trust in Sydney then spent time in London working for Cantor Fitzgerald in equity operations and as an accounting assistant on the Sumitomo Bank repo desk. Kylie is also an experienced lawyer with an LLB from UNSW. Kylie passed the New York Bar exam and worked for almost a decade in the litigation department of Milbank, a premier international law firm, where she was an attorney specialising in complex high-stakes securities and accounting fraud litigation.
Investment Philosophy
Our Investment Philosophy is founded on our core beliefs. It defines who we are as managers, what we believe in and what clients can expect from us. Our philosophy revolves around 5 key tenets:
Risk-adjusted Return is paramount
We do not aim for superior performance relative to other asset managers. Instead, we aim for superior risk-adjusted performance relative to other asset managers. Most asset managers will show positive return numbers during bull markets as the rising tide lifts all boats. What sets a good asset manager apart from the pack is attention paid to Buffett’s golden rule – ‘never lose money’. We believe in preventing losses first and foremost and ensuring that solid returns are achieved through the prism of risk rather than simply outsized return objectives.
Client objectives demand flexibility
The investment style must be based upon the client’s investment beliefs, needs and objectives. For some of our clients ESG parameters are important, for others income is more relevant than growth, while for other clients a particular market sector or geographical exposure is of more concern. The bottom line is that individual client objectives matter and must be factored into consideration by the asset manager. We view our clients as individuals who deserve to get exactly what they want. We work with you to ensure you achieve your objectives in the way that sits most comfortably with you.
Top-down approach
Some asset managers take a bottom-up approach while others follow a top-down approach. We are a top-down manager. Macroeconomics, interest rates, government policy and flexible well-regulated securities markets are integral in understanding the risk adjusted returns available to our clients. An individual company may employ a business strategy that appears to make good sense, but if the industrial environment or government policies do not support such a plan, the company will inevitably struggle. We believe asset managers need to assess macroeconomic conditions and risks before evaluating company specific opportunities.
Management matters
Asset allocation matters more than market timing
MEET OUR PEOPLE
Investment Committee
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