Martin Currie Australia (formerly Legg Mason Australian Equities) is an Australian equities fund manager offering a focused range of specialist investment strategies to institutional, intermediated and private investors.
Following the announcement to the New York Stock Exchange in July 2014 regarding the acquisition of Martin Currie by Legg Mason, Martin Currie Australia is now delighted to be part of a global active equity specialist firm. This is an exciting and positive development as we combine our resources and know-how to deliver better outcomes for our clients.
Legg Mason acquires Martin Currie
The Legg Mason Australian Equities team will become part of Martin Currie.
Investment perspective: Rethinking portfolios for retirement
Back in 1964 Bob Dylan famously penned 'The Times They Are a-Changin' as an anthem of change for the moment. Intended then as a feeling rather than a statement, in many ways his words are as appropriate today as ever; particularly as Australia’s baby boomers begin to move into the next stage of their life cycle.
Perspective: Why Australian shares remain attractive
Despite concern over ballooning US and European sovereign debt, Australian shares still remain comparatively attractive.
Client update: Principles for responsible investment
Martin Currie Australia is pleased to announce that it is a signatory to the United Nations-supported principles for responsible investment (UNPRI).
Fund highlights: Equity income
Learn how the Legg Mason Australian Equity Income Fund is designed to meet retiree needs and deliver sustainable income.
Fund highlights: Real income
Find out how this investment solution delivers results in line with inflation from a unique combination of assets that includes listed property, infrastructure and utilities.
Small companies: Small on size, hot on opportunity
Six reasons why the Legg Mason Australian Small Companies Trust is a hot opportunity for investors.
White paper (value): A compelling investment opportunity
Chief investment officer Reece Birtles considers how the dramatic movement of valuation spreads has created a compelling opportunity for investors.
White paper (core): Quantitative pitfalls, quantamental solutions
Portfolio Manager Matthew Lambert describes the potential problems associated with pure quantitative strategies and possible advantages that fundamental insights can provide.
White paper (property securities): The wisdom of an A-REIT angler
Portfolio manager Ashton Reid examines the case for a dedicated allocation to A-REITs and questions the merit of global-only property exposure in balanced portfolios.
Martin Currie Australia is dedicated to delivering investment expertise for its clients. A key benefit of being part of a global asset management firm is that non-investment tasks such as product management, sales, compliance, marketing and client service are managed by the parent entity, Legg Mason, Inc. This allows our 14-person investment team to focus on delivering investment performance and wealth creation to clients.
The business now known as Martin Currie Australia has a history that dates back to 1954, when the merchant bank, Australia United Corporation, launched its balanced fund to Australian investors. Since then, the business has developed under various world-class brands, including JP Morgan, Citigroup and Legg Mason. The multiple-brand history is a positive and differentiating part of the firm’s fabric; Martin Currie Australia has been exposed, like few other fund managers, to a wide range of insights from different cultures and business models.
Our six investment strategies adhere to a common set of principles.
We seek to:
In an asset class with a comprehensive choice of fund managers, Martin Currie Australia distinguishes itself with a range of competitive advantages that benefit clients, including:
We have a proud history of investing on behalf of Australian and international clients. Our client list includes government agencies; domestic and international institutions; dealer groups; family offices; charities; and retail platforms. Client loyalty, which is not often highlighted in the investment industry, is not easily acquired; it's typically earned through hard work and consistent investment performance over many years.
Martin Currie Australia is a division of Legg Mason Asset Management Australia Limited, whose ultimate company is Legg Mason, Inc.
For further information relating to
Martin Currie Australia
Director, head of Pan-Asia sales and client service (Martin Currie)
T: 61 (0) 417 377 431
Client portfolio manager
T: +613 9017 8671
Business development team
T: +613 9017 8600