Austock Asset Management
Austock Asset Management is an active
investment management business specialising in managing equity,
high yield, fixed interest and cash portfolios. As a pure
investment management business, the investment team and management
are focused on delivering consistent portfolio outperformance and
high quality client service. Austock Asset Management was founded
in 1996 and has established a successful track record of managing
funds for both retail and wholesale clients. It is an independent
division of Austock Group.
Austock Asset Management's Investment Team
Austock Asset Management’s Principles
Specialised:
- Small, adaptable fund manager
whose sole focus is investment management & client
service.
- Independent: parent company
provides financial, compliance, administrative and operational
services only.
Client focussed:
- Objective is to build an
investment business that meets the investment and business needs of
our clients.
- Remuneration structure designed so
that investment performance & financial success is directly
aligned with our clients.
Sustainable:
- We aim to grow funds under
management at a speed and to a level that does not affect our
ability to generate excess returns for our clients.
- Team ownership and “collective”
decision making reduces key management risk.
Integrity:
- Ethical - formal adoption of CFA
Institute Code of Conduct.
- Transparent – what you see is what
you get!
Austock Asset Management’s Investment Philosophy
Our investment philosophy is based on the
premise that value can be created by using fundamental research to
uncover and profit from the mis-pricing of securities in a
company’s capital structure. We believe that market prices at any
point in time do not always reflect the true value of a particular
security, therefore providing yield and capital gain opportunities
which can be exploited with the investment team applying an active
investment approach.
Our Institutional Portfolio Management Capabilities:
- Australian Equities
- Fixed Interest & Cash
- High Yield
For more information on these services please contact:
Alan Sheen, Managing Director
asheen@austock.com
Tel: 02 9233 9651
Jono Gourlay, Key Account Manager
jgourlay@austock.com
Tel: 03 8601 2043
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