Our funds
Australian Eagle Trust (Long Short Fund)
Aims to deliver outperformance and capital growth through an innovative long short investment strategy in Australian equities.
Australian Eagle Equity Strategy (Long Only)
Invest in an actively managed portfolio of high quality Australian large cap companies.
Meet the team
Our team has over 183 years of combined investing experience. Through decades of collaboration and a proven investment process, they are one of Australia’s top‑performing investment teams.
Our partnership with Montgomery
We have partnered with Montgomery Investment Management, a leading boutique fund manager, to manage their Australian large-cap equity investment portfolios and to offer our investment portfolios to retail and wholesale investors.
Established
2004
Funds under management
A$1.1 billion
Performance highlight
11.77% p.a. since 2005*
*Performance of the Australian Eagle Asset Management Long-Only equity strategy since inception (7 February 2005 to 31 August 2024) before fees and expenses.
News and insights
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Why we believe Telix Pharmaceuticals is an attractive investment
22 April 2024
Recent Articles
Pilbara Minerals: the ASX’s most shorted stock, yet poised for long-term success?
19 March 2024
Recent Articles
Australian Eagle Trust wins 2022 Fund Manager of the Year Award
16 November 2022
Recent Articles
