How To Invest
Investment strategies are available in three formats.
Contact us for more details on which approach may be most suitable.
Individually Managed Accounts – IMA
- Global High Conviction
- Available to Australian based wholesale investors with a minimum of A$200,000 to invest. The stocks are directly held by the client in their nominated account name. An IMA structure provides transparency and flexibility and allows investors real time access to their portfolio.
- In order to invest you will be directed to our distribution partner Tamim Asset Management
Trusts / Commingled Accounts
Model Portfolio Service – MPS
- Global Alpha Plus
- Asia Small Companies Alpha Plus
- Global Infrastructure
- The MPS has been designed as a service for institutional accounts and family offices. We produce optimal model portfolios in Global & Asia Small Companies 'Alpha Plus' and Global Infrastructure.
- Under the model portfolio service, we agree terms of disclosure frequency of portfolio holdings. Our recommended strategy allocation is implemented through your pre-existing trading, custodial and licensing arrangements. This enables you to implement our research and investment process while being able to leverage existing relationships with brokers and custodians.