Australia Value Equity

The Martin Currie Australia Value Equity strategy seeks to maximise returns for longer term investors by investing in a high conviction portfolio of securities which are trading below our assessment of intrinsic value, whilst considering each company’s direction and quality.

Reece Birtles Play Play Video
Reece Birtles

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

Strategy introduction

The Martin Currie Australia Value Equity strategy invests in securities trading at the deepest discounts to intrinsic value based on the proprietary fundamental and quantitative analysis of Martin Currie Australia’s long-serving investment team. 

The high-conviction concentrated portfolio holds contrarian positions and avoids ‘herd mentality’. The team’s forward-looking insights look through the short-term market noise and focus on the long-term normalised earnings power of companies to drive security selection. 

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

View [About Australia Value Equity]

About Australia Value strategy

ABOUT VALUE EQUITY

We invest in securities which are trading below our assessment of intrinsic value, whilst considering each company’s direction and quality.

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View [Australia Equity Value team]

Australia Investment team

Investment Team

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

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Australia Value 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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