EQUITIES

Robust. Fundamental. Dynamic.

Our teams exercise independent thought with high conviction, resulting in portfolios positioned to address a range of investment needs - all within robust risk control frameworks.

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AUD$383.5bn
Equities Assets Under Management

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155
Equities Investment
Professionals

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18
Average Years' Financial
Industry Experience

As at 30 September 2025

Featured funds

Emerging Markets Equity Fund

By investing in emerging market companies at the intersection of attractive country, governance and fundamental analysis, we seek to deliver strong risk-adjusted returns

Global Research Equity Fund

Our research team scours the globe seeking to construct a portfolio of our best ideas in equities, regardless of market cap, subsector or geography (excluding Australia).

Global Sustainable Equity Fund

By focusing on companies that contribute to the development of a more sustainable global economy, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

Insights

Global Perspectives: Weighing small- and mid-cap market tailwinds

AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for small- and mid-cap domestic firms.

Global Smaller Companies Fund Webinar

Small caps are where innovation meets opportunity. With less coverage and lower valuations, they offer a rare chance to invest before the crowd catches on and quietly outperform over time. Often overlooked, these companies are bursting with growth potential and thrive in shifting economic landscapes.

The upcoming webinar is scheduled for 3 December 2025, where we will have the opportunity to hear insights from Richard Brown, Client Portfolio Manager on the Global Smaller Companies Fund. Richard will delve into the fund’s strategy, key holdings, and the long-term benefits of tapping into this dynamic segment of the market.

Insights

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