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Bernstein
Global Shares
New York, USA. Bernstein Investment Research & Management (‘Bernstein’), is a unit of Alliance Capital Management L.P., a global investment research and management firm with A$483 billion in funds under management worldwide. Bernstein uses a value process, which combines fundamental and quantitative investment research to identify those undervalued companies that offer the best opportunities.
Platinum Asset Management
Global Shares
Platinum Asset Management is an Australian based global equity fund manager. The firm was founded in February 1994 and currently manages in excess of A$14 billion. Platinum applies its unique stock selection methodology to the objective of achieving above average returns for its clients. The staff are the principal owners of the firm.
PM Capital
Global Shares
PM Capital Limited is an Australian based specialist global equity fund manager which commenced operations in 1998. The senior investment staff own the business which manages over A$1.5 billion on behalf of investors. PM Capital's investment philosophy is that the best way to preserve and enhance your wealth is to buy a good business at a good price.
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Wellington Management
Wellington Management is a privately owned partnership that traces its roots back to 1928 and has a long history of international investing, having first invested outside the US market in 1960. The firm's Global Strategic Equity process, of which MLC is the founding external investor, has a long term philosophy. Its healthy disregard for short term benchmark-relative considerations, and short term earnings and/or valuation fluctuations, is a consequence of the belief that markets are generally efficient in the short run and transaction and market impact costs are higher than most realise. Click here to view video commentary.
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ABN AMRO Asset Management
Global Shares
Amsterdam, The Netherlands. ABN AMRO is one of the world’s leading asset managers, managing approximately A$272 billion in assets globally. ABN AMRO use a growth oriented, long-term investment approach favouring companies that are dominant in their industries and that represent quality in their peer groups.
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Alliance Capital, a unit of Alliance Capital Management L.P.
Global Shares
A global investment management and research firm with approximately A$693 billion under management worldwide as of 30 April 2005. They are a growth manager whose philosophy focuses on companies which are expected to grow either faster or for longer than the market is anticipating.
Back to topBlackRock
Global Bonds
Headquartered in New York City, BlackRock currently manages in excess of A$421 billion. BlackRock’s investment philosophy is based on the belief that experienced investment professionals, adopting a disciplined investment process and utilising sophisticated risk and analytical systems are capable of adding value to client investment portfolios.
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Bridgewater Associates
Global Bonds, Currency Management
Westport, Connecticut, USA. Bridgewater Associates Inc. was formed by Ray Dalio in 1975 as a specialist in interest rate and currency risk management for corporations. Bridgewater Associates manage approximately A$89 billion in assets.
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Capital International
Global Shares, Emerging Markets
Los Angeles, USA. Capital International, Inc. is a wholly owned subsidiary of Capital Group International, Inc., whose institutional investment management affiliates manages A$385 billion in assets for institutional clients around the world. With an extensive global research network at its disposal, Capital International conducts in-depth company research to identify the most attractive share investments around the world. Capital International manages money using a multiple portfolio manager approach.
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DFA Australia
Global Shares
Sydney, Australia. DFA Australia Limited (Dimensional) is a subsidiary of Dimensional Fund Advisers Inc., a private corporation headquartered in California USA with A$70 billion funds under management. Dimensional’s most differentiating characteristics are its philosophical “deep value and small cap based” beliefs and the academic rigour that underlies its disciplined investment processes.
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LaSalle Investment Management (“LaSalle”)
Global Property
A wholly owned subsidiary of Jones Lang LaSalle (“JLL”), JLL currently manage over US$ 20 Billion & LaSalle approximately US$4 billion. LaSalle are an active global property manager with a relative value orientation with input from its in-house research team and leveraging off its extensive network of property specialists within the JLL network.
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Lazard Asset Management
Global Shares
Lazard Asset Management Pacific Co (‘Lazard Pacific’) is a subsidiary of Lazard Asset Management LLC (“LAM”) the asset management subsidiary of Lazard Freres & Co, which manages more than A$93 billion in assets worldwide. LAM’s relative value investment philosophy is based on value creation through the process of bottom-up stock selection. This philosophy is implemented by assessing the trade-off between valuation and financial productivity for an individual security.
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Morgan Stanley Investment Management
Global Property
Morgan Stanley Investment Management’s Property securities team currently manage A$10 billion. The firm began managing portfolios of U.S. listed property securities in 1995 and in 1997, MSIM created its global listed real estate strategy. Their investment process has a heavy focus on the internally appraised Net Asset Value of each investment opportunity.
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Oaktree Capital Management, LLC
Global Bonds, Los Angeles, USA.
Oaktree Capital Management, LLC (Oaktree) is an independent investment management firm that focuses on inefficient markets in their search for investment returns with less-than-commensurate risk. To allow them to simultaneously produce results in high yield bonds and limit risk, Oaktree uses a defensive, research-intensive strategy.
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Global Bonds
Newport Beach, USA. PIMCO is a core manager of bond portfolios. PIMCO uses a range of top down and bottom up strategies to add incremental value across the extended global bond market. PIMCO manages in excess of A$524 billion in assets worldwide.
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