Mark O'Neill

YFM has an active and independent approach in which their portfolios are built around high-conviction ideas drawn from their own fundamental, proprietary research. The firm’s teams collaborate daily to gain insights across both the equities and fixed income markets.

GSAM Australia is an active, value-based, medium- to long-term manager which performs fundamental research and follows a bottom-up approach to select securities. The firm's equity investments team invests in companies which they believe are undervalued by the market, performing an intrinsic value assessment to evaluate industry outlook and competitive company position and make a prospective cash flow forecast. Their analysis considers factors including balance sheet quality, management quality, corporate governance, barriers to entry, market growth rates, pricing power, earnings sustainability and capital expenditure requirements.