Craig Hobart

YIML is an active manager which utilizes a bottom-up, value-based approach to invest across Australian and international equities, fixed-income and multi-assets. The firm picks stocks based on in-house research using an internally developed 'Comparative Value Analysis' tool in order to obtain an objective valuation of targeted companies. This process involves the fundamental analysis of selected companies and is performed by a team of dedicated analysts, each covering a selection of stocks spread across several sectors. They construct diversified portfolios to minimize risk and benchmarks against the ASX 200.

SIMFML is an active, research-driven manager which follows a bottom-up stock selection approach, believing that active management can give better investment returns than strictly relying on benchmark returns. They aim to achieve superior returns and may take positions that deviate from the benchmark through asset allocation and stock selection. The firm's investment decisions are supported by detailed analysis of the securities and the key financial markets, with an eye on the global perspective. The firm manages risk, applying strict risk controls to minimize the exposure to downside risk. SIMFML's investment philosophy is based on the belief that selecting stocks based on their long-term fundamental valuation will enable them to generate consistent excess return by exploiting market mispricings and inefficiencies. The firm actively manages Australian fixed-income and cash assets, utilizing a variety of investment strategies including long-term strategic duration positioning, short-term tactical duration positioning, yield curve strategies, sector selection and stock selection. SIMFML invests in companies which they believe are committed to socially responsible operations and which satisfy their requirements for consistent excess returns based on long-term fundamental valuations.