Chief Investment Officer, Martin Currie Australia discusses the investment philosophy and process.
The Martin Currie Australia Dynamic Value strategy combines benefits of ‘style-neutral’ equities in our Core Equity strategy and our active Value Equity strategy in a single portfolio.
We use our collective valuation insights to assess the value spread to determine whether to under or over-weight value at the appropriate point in the value/growth cycle. This aims to provide better risk-adjusted return when the value opportunity is high, and consistent returns with lower risk when the opportunity is lower.
This strategy is transparent and cost-effective, benefiting from the removal of costs or delay required to appoint or terminate managers.