Australia Core Equity

The Martin Currie Australia Core Equity strategy seeks to provide consistently higher returns than the benchmark throughout market cycles, without the risk of style-biased strategies, by investing in a diversified portfolio of securities based on a deep understanding of each company’s valuation, direction and quality.

Reece Birtles Play Play Video
Reece Birtles

Chief Investment Officer, Martin Currie Australia discusses the investment philosophy and process.

Strategy introduction

Unlike ‘traditional’ quantitative-only funds that rely on backward-looking signals, the Martin Currie Australia Core Equity strategy utilise a unique set of forward-looking fundamental and quantitative signals. 

The portfolio is built systematically to achieve an optimal balance of risk and reward, and the combination of the deep fundamental insights and quantitative analysis provides conviction in security and portfolio positioning.  

In this short video, Chief Investment Officer Reece Birtles discusses why we believe our Core Equity strategy can maximise returns for longer term investors.

View [About Australia Core strategy]

About Australia Core strategy

About Core Equity

The strategy utilises a unique set of forward-looking fundamental and quantitative signals to achieve an optimal balance of risk and reward.

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View [Australia Core team]

Australia Investment team

Investment Team

Our Core Equity portfolio managers Matthew Lambert and Reece Birtles are supported by a dedicated team of investment professionals with significant skills and expertise across fundamental and quantitative research.

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View [Australia Core key facts]

Australia Core strategy

Key facts

Powerful combination of three different investment lenses – quality, value and direction – provides a broad perspective of security expected returns.

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