Asset Care Management offers investors a range of funds under two market-leading strategies: global equities and global listed infrastructure.
Our Portfolio
A DISTINCTIVE LONG TERM APPROACH
Asset Care Management has managed funds with a distinctive long term approach that has set us apart. Our Individually Managed Account (IMA) and Separately Managed Account (SMA) solutions enable our clients to access our investment management expertise and proven track record in building and managing Australian and International equities portfolios.
PPM UNDERSTANDS THAT WHAT EACH CLIENT NEEDS IS INDIVIDUAL.
Asset Care Management’s IMA and SMAs are simple and transparent, with each client retaining the benefits associated with direct ownership. Asset Care Management’s premium IMAs enables our professional investment management services to be tailored to meet each client’s individual tax, income and investment requirements. We will build and manage a bespoke portfolio for you.
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BLENDING PRUDENCE WITH OPPORTUNITY
Achieving the right balance between safeguarding investor funds and positioning their portfolios to best capture opportunities is one of the key challenges facing any fund manager. If addressed properly, an appropriate balance between risk and reward can offer a compelling long term investment.
Asset Care Management’s success is built around investment expertise in navigating this balance. We believe it is this expertise and capability which differentiates us from other fund managers.
Our investment philosophy is focused on growing the earnings of our clients portfolios through market cycles in a tax effective and attractive risk/reward manner by building a concentrated portfolio of direct equities of 20-25 exceptional companies that meet our valuation and return expectations over the medium to long term.
A COMBINATION OF ‘TOP-DOWN’ AND ‘BOTTOM UP’ ANALYSIS
Initially our portfolio managers seek to identify thematic trends in the market – to provide a top down filter. We seek to identify those themes that will filter the stock universe to identify sectors and companies that will benefit from that theme. Once a sector or asset class is identified, we employ a rigorous bottom up stock selection process to identify our preferred stocks.