Experienced investment professionals
Assets under management AUD
Annualised return since inception *long fund, AUD net of fees as at 31 March 2020
Sector Head
“Our integration of quantitative tools within a fundamental framework enables deeper stock level research while maintaining a helicopter view of what is happening in the surrounding market.”
Managing Director
“With Pinnacle investment handling our infrastructure and marketing, we’re free to create a culture that is purely focused on investment where we can undertake fewer tasks but execute them more effectively.”
Chief Investment Officer & Portfolio Manager
“Our approach seeks to take advantage of those moments when markets over-react to unexpected change. Such irrational behaviour creates the opportunity to identify great companies that are undervalued and build high conviction portfolios with a focus on capital preservation.”
We believe global equities offer the potential for higher returns while reducing the risk to an investor’s portfolio by increasing diversification.
Read more >The team has been built on a diverse range of skills and experience to create an innovative and highly disciplined working environment.
Read more >This virtual tool allows you to explore retroactively how our managed funds would have performed for you over any given period.
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