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.

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$254.2bn
Equities Assets Under Management

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155
Equities Investment
Professionals

vd-icon_Bulleye_Target v3

18
Average Years’
Experience

As at September 30, 2025

<span class="notranslate">no data</span>

$254.2bn
Equities Assets Under Management

155
Equities Investment
Professionals

18
Average Years’
Experience

As at September 30, 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

International Alpha

Invests in international companies where we believe the market underestimates free-cash-flow growth, with the aim to derive independent and uncorrelated sources of alpha.

Global Alpha Equity

By investing in global companies across the market-cap and style spectrum, we seek to deliver consistently good risk-adjusted returns, not sporadically great results.

Biotechnology Innovation

A biotechnology strategy that seeks to leverage a disciplined approach to identify compelling opportunities across the biotech landscape in both public and private investments.

Insights

JH Explorer: Sydney office market reflects the flight to quality trend

Sydney’s office market is facing muted future supply and a flight-to-quality.

What could drive U.S. small cap returns in 2026?

Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.

After a strong year for global equities, where to find opportunities in 2026

With valuations increasingly elevated, Julian McManus and Chris O’Malley explain why a selective approach to global equities is critical as we head into the near year.

Institutional Insights
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