EQUITIES
Robust. Fundamental. Dynamic.
Our teams exercise independent thought with high conviction, resulting in portfolios that we believe are well positioned to address our clients' challenges – all within robust risk control frameworks.
AUD$384.8bn
Equities Assets Under Management
155
Equities Investment
Professionals
20
Average Years’ Financial
Industry Experience
As at 31 December 2025
|
AUD$384.8bn |
|
155 |
|
20 |
As at 31 December 2025
We measure success by a single factor: client outcomes. As a pure asset manager, our sole mission is to deliver consistent long-term risk-adjusted returns that exceed our benchmarks and peers, regardless of the prevailing investment landscape.
Featured strategies
Equities Strategies
Insights
JH Explorer in Miami: Recovery signs, data centers, and AI risk in industrials
Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.
Data center power: Why the key risk is under delivery, not overbuild
Why the prevailing narrative of new energy-generation capacity exceeding AI data center demand could be off the mark.
Pharma and biotech in 2026: A catalyst‑rich year ahead
With innovation back in focus, a dense slate of drug launches, data readouts, and regulatory decisions makes 2026 a consequential year for pharma and biotech.