Peta Arnott

Functions as a College/University

452 Capital is an active, value-oriented manager which follows a bottom-up approach to portfolio management. The firm believes that share prices of listed companies often fail to reflect their fair valuation, and aims to identify high quality, undervalued companies to exploit these inefficiencies and deliver consistent long-term investment performance. The firm makes investment decisions based on their continual assessment of which assets are likely to maximize wealth creation, aiming to achieve investment returns above those of relevant market indexes. They believe that the market ultimately rewards and places value in quality companies and seek to invest in companies with financial strength, proven management and an established and sustainable business model. 452 Capital believes that a company's valuation is not only a function of its net assets, but also the sector in which it operates, the caliber of management and the level of liquidity with which the company trades. The firm aims to be invested in those companies they consider to be undervalued until their share prices reach a level they believe is fair.

Provides brokerage services

Provides brokerage services

Touchstone is an Australian equities manager with an index unaware approach to investing in quality companies at reasonable prices (QARP). The firm aims for improved long-term investor returns, while also providing downside protection in adverse markets. Their strategy primarily selects from the S&P/ASX 300 Index and typically holds 15-25 securities. Touchstone combines bottom-up fundamental analysis and an index unaware approach to capital allocation – where portfolio positions are based on the risk/return trade-off inherent in each opportunity, rather than index weights.