We are proud to celebrate 20 years of the Australian Eagle Equity Strategy marking two decades of delivering strong investment outcomes through a disciplined and research-driven approach.
Since 2005, this award-winning strategy has consistently outperformed the S&P/ASX 100 Accumulation Index by 3.63% per annum1, demonstrating the strength of our high-conviction investment philosophy.
By identifying high-quality, undervalued companies with strong growth potential, we have successfully navigated changing market conditions while focusing on long-term returns.
The Australian Eagle Equity Strategy aims to provide capital growth over the long term by actively investing in a portfolio of 25 to 35 large-cap Australian listed companies. The Strategy seeks to identify high-quality, undervalued companies with the potential to deliver exceptional returns.
Our investment team looks for companies that exhibit strong fundamentals and are undergoing a ‘change’ that can enhance their earnings profile.
In September 2022, we strengthened our reach by forming a valuable partnership with Montgomery Investment Management, providing more investors access to our Long Only and Long Short strategies. This collaboration has been an important milestone in ensuring that our investment strategy remains available to a broader investor base.
1 Compound annual return of the Australian Eagle Long Only Equity SMA is 11.99% p.a. Compound annual return for S&P/ASX 100 Accumulation Index benchmark is 8.37% p.a. Time period is 07/02/2005 to 31/01/2025. Past performance figures are no guarantee of future returns and excludes Australian Eagle’s fees.
The Fund is available to eligible institutional or wholesale investors only.