About Australian Eagle
Australian Eagle Asset Management is a boutique fund manager specialising in Australian equities.
Originally founded in Sydney in 2004 as Alleron Investment Management by Barry Littler, Chairman and CEO, and Albert Hung, Chairman of Investments, the firm is owned and operated by its employees.
Today, the team manage over $1 billion across two Australian equity strategies: a long-only equity strategy and the Australian Eagle Trust, a Long Short Fund.
In 2022, Australian Eagle partnered with Montgomery Investment Management to manage their Australian large-cap equity portfolios, including The Montgomery Fund and The Montgomery [Private] Fund, and to distribute the Australian Eagle Trust – Long Short Fund to a broader set of retail investors.
Investment philosophy
Our Investment Team follows the same proven, innovative, and highly disciplined investment philosophy and process that has led to our compelling 19-year performance track record.
Quality first: We aim to outperform the Australian share market by investing in high-quality Australian companies. These are companies which are characterised by proficient management, are committed to minority shareholders, operate in growing markets and have a sustainable and growing competitive advantage.
Identify a catalyst for change: We look for companies with recent evidence of a catalyst for ‘change’ that will improve their quality or earnings growth profile, closing the gap between price and valuation. We also assess companies experiencing a negative ‘change’ that may adversely impact a company’s outlook and valuation, prompting potential exits or reductions from our holdings or inclusion in our ‘short’ portfolio.
Undervalued or mispriced opportunities: We mitigate risk by investing in companies at a sensible price. We do not want to overpay for these investments.
Long-term focus: We aim to hold investments for the long term, to allow the improvement in quality to manifest into superior rates of return for investors.
Investment process
Objective, bottom-up, fact-based research: We analyse approximately 140 Australian companies at any one time and maintain a database of more than 4,900 research papers on S&P/ASX100 and select ex-S&P/ASX100 companies, compiled continuously since 2005.
We search for a ‘change’ in a company’s fundamentals that will help realise its upside potential. We also assess companies experiencing a negative ‘change’, prompting potential exits or reductions from our holdings or inclusion in our ‘short’ portfolio.
Portfolio construction
High-conviction, concentrated portfolios of 25 to 35 stocks on an index-independent basis.
research and valuation gap assessment.
Our decisions are based on thorough research and valuation gap assessment.
We apply an independent risk management overlay for capital preservation.
History and timeline
2004
Alleron Investment Management established
2005
Launch of the Long-Only Equity Strategy
2010
Winner of the ‘Australian Boutique Fund Manager Golden Calf Award’
2011
Alan Kwan joins the investment team
2016
Sean Sequeria appointed Chief Investment Officer
2016
Launch of the Australian Eagle Trust (Long Short Fund)
2019
Renamed Australian Eagle Asset Management
2019
Australian Eagle Trust awarded Australia’s best hedge fund at the Hedge Funds Rock and Australian Alternative Investment Awards.
2022
Partnership with Montgomery commences.
Investment Team
Led by Sean Sequeria, Chief Investment Officer, our six-person investment team has over 183 years of combined fund management experience. Having worked together for decades they bring stability, expertise a proven and a commitment to delivering exceptional results.
Sean Sequeira
Chief Investment Officer
Alan Kwan
Senior Portfolio Manager
Daniel Chan
Investment Analyst
Mark Oliver
Senior Portfolio Risk Manager
Barry Littler
Chairman and Chief Executive Officer
Albert Hung
Chairman of Investments
Reasons to invest
Exceptional performance track record
Innovative investment approach
High-quality, actively managed portfolios
Award winning, stable and highly experienced team
1 Compound annual return of the Australian Eagle Long Only Equity SMA is 11.77% p.a. Compound annual return for S&P/ASX 100 Accumulation Index benchmark is 8.20% p.a. Time period is 07/02/2005 to 31/08/2024. Past performance figures are no guarantee of future returns and excludes Australian Eagle’s fees.
Our partnership with Montgomery
We have a partnership with Montgomery Investment Management to manage their Australian domestic large-cap equity portfolios.
These portfolios are offered to retail clients through The Montgomery Fund and to wholesale investors through The Montgomery [Private] Fund.
Both funds apply our highly disciplined and fact-based investment process to identify high quality Australian and New Zealand listed companies with the potential to deliver superior long-term outcomes
Montgomery is also an exclusive distribution partner of our Australian Eagle Trust (Long Short Fund), which is available for wholesale and retail investors.
Our partnership with Montgomery commenced on 12 September 2022 and we work alongside the Montgomery Team from their offices in Sydney.
Awards
2023
Mercer’s Top Long-Only Australian Equities Fund Manager over 5 years to June 2023
2022
Winner - 2022 Financial Newswire/SQM Research Fund Manager of the Year Award – Australian Equities – Large Cap – Australian Eagle Trust
2021
2019
2017
2010
2007
Contact us
Australian Eagle Asset Management
Suite 301, Level 3 161 Walker Street
North Sydney NSW 2060
For more information, please contact:
Sean Sequeira
Chief Investment Officer, Australian Eagle Asset Management
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Contact Montgomery
For information on our partnership with Montgomery Investment Management or
The Montgomery Fund or The Montgomery [Private] Fund, please visit Montgomery’s website or contact Rhodri Taylor, Account Manager or David Buckland, Chief Executive Officer on: