Content navigation
Overview
The Martin Currie Australia Dynamic Value strategy seeks to provide the opportunity for investors to benefit from the variances in the Value cycle, at the right time and with the right risk profile.
The strategy combines benefits of our fundamental ‘factor neutral’ Active Insights strategy and our Value Equity strategy in a single portfolio, dynamically allocating across styles based on the prevailing value opportunity.
By replacing a portion of an existing core and value allocation with Dynamic Value, we believe that investors can benefit from our collective insights into the nature of the current investment landscape. We aim to provide better risk-adjusted return when the opportunity is high, and consistent returns with lower risk when the opportunity is lower.
The strategy has been specifically designed to shift its level of exposure to the value style in a more transparent and cost-effective manner. This means that the cost or delay required to appoint or terminate managers may be avoided.
Key Information
To provide an after-fee return in excess of the S&P/ASX 200 Accumulation index over rolling three to five-year periods.
Portfolio characteristics | Australia Dynamic Value |
---|---|
Objective | Long-Term Growth |
Asset Class | Equities |
Style | Value |
Investable Universe | Australian listed securities |
Benchmark | S&P/ASX 200 Accumulation Index |
Market capitalisation | All cap |
Country limit | N/A |
Sector limit | Benchmark +/- 12% |
Security limit | Benchmark +/- 6% |
Number of stocks | Typically 30-60 |
Portfolio turnover | Typically 35% p.a. |
Forecast tracking error | Typically 3.5% p.a. |
Inception | 1 April 2013 |
-
"Our differentiated approach seeks to provide better risk-adjusted return when the value opportunity is high, and consistent returns with lower risk when the opportunity is lower."
Why Invest in Australia Dynamic Value
Timing of style cycles is difficult to predict
The strategy balances the risk of being under or overweight value for the appropriate market conditions or value opportunity
Time and cost to appoint or terminate managers
This strategy is transparent and cost-effective, benefiting from the removal of costs or delay required to appoint or terminate managers by style
Full benefit of MCA's proprietary fundamental and qualitative insights
The switching signals is based on more than 20 years of in-house experience in forward looking Valuation models
Investment Strategy
The strategy aims to maximise returns for longer term investors through:
- Capturing forward-looking proprietary insights – Martin Currie Australia's unique set of fundamental and quantitative signals
- Dynamic switching signal - Single portfolio dynamically allocates across styles based on the prevailing value opportunity
- Proven investment process – Proprietary multi-lensed investment approach provides a broad perspective of expected return and risk
- Fundamental active ownership - Purposeful engagement with companies and client advocacy through proxy voting
- Experienced stock pickers with long term track record - Deep industry experience generating ‘active insights’

Investment Strategy
The strategy aims to maximise returns for longer term investors through:
- Capturing forward-looking proprietary insights – Martin Currie Australia's unique set of fundamental and quantitative signals
- Dynamic switching signal - Single portfolio dynamically allocates across styles based on the prevailing value opportunity
- Proven investment process – Proprietary multi-lensed investment approach provides the broadest perspective of expected return and risk
- Fundamental active ownership - Purposeful engagement with companies and client advocacy through proxy voting
- Experienced stock pickers with long term track record - Deep industry experience generating ‘active insights’


Reece Birtles
- Job title
- Chief Investment Officer, Australia
- Experience
- 31 years

Matthew Davison
- Job title
- Portfolio Manager
- Experience
- 24 years
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Ross Kent
Investment Client Portfolio Manager
T: +61 (0)3 9017 8629
M: +61 (0)455 253 384
E: rkent@martincurrie.com.au
Felicity Walsh
Managing Director, Australia and New Zealand
M: +61 (0) 429 209 566
E: Felicity.Walsh@franklintempleton.com
Our Capabilities
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Ross Kent
Investment Client Portfolio Manager
T: +61 (0)3 9017 8629
M: +61 (0)455 253 384
E: rkent@martincurrie.com.au
Felicity Walsh
Managing Director, Australia and New Zealand
M: +61 (0) 429 209 566
E: Felicity.Walsh@franklintempleton.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Danni Yang, CFA®
Investment Client Portfolio Manger, Global Long-Term Unconstrained
M: +44 (0) 7826548065
E: dyang@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Contact Us
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Tim Baker, CFA®
Associate Client Portfolio Manager
M: +44 (0) 7795238754
E: tbaker@martincurrie.com
Our Capabilities
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mark Cho, CFA®
Head of Americas Distribution
Intermediary Sales/Wealth Management
T: +1 212 632 3292
E: mcho@martincurrie.com
Breanna Ellsworth, CFA®
Client Portfolio Manager, Distribution - US
T: +1 212 632 3293
E: bellsworth@martincurrie.com
Drew Comatos
Client Portfolio Manager, North America
Intermediary Sales/Wealth Management
T: +1 203 703 6472
E: dcomatos@martincurrie.com
Related Insights
-
Australian takeaways from China's 20th party congress
Continued steel and iron ore uncertainty
- Date published
- 10 Nov 2022
- Tag
- Australia Value Equity
-
The spice of "Australian" Value
Is a Global ETF really the best way to partake in the Value style for Australian investors?
- Date published
- 9 Nov 2022
- Tag
- Australia Value Equity
-
Matthew Davison
Matthew is a portfolio manager for MCA’s Active Insights and Tactical Allocation portfolios, and also specialises in fundamental research of the Australian financial sector.
- Date published
- 5 Aug 2022
- Tag