Investment Mandate and Philosophy

Listed below are the details of the investment mandate used for our Managed Accounts; what sectors of the market we trade in predominantly. For more specific details about our trading methodology (how we trade) please click here to read about our trading methodology.

Under our mandate we are able to make investments in the areas of the market listed below. (Please note this list is not complete, if you would like to see a full copy of our mandate please contact us)

.  Investments are made using ASX top 200 shares for at least 50% of the portfolio

.  Shares outside the ASX 200 never comprise more than 50% of the portfolio

.  The portfolio's standard position will be in cash, and investments are taken when there is something (which we deem of value) to invest in. If we are unable to find real and absolute value in the market, the portfolio will stay in cash until value presents itself in the market.

.  A fundamental analysis approach is preferred over any technical indicators for primary investment decisions, however technical indicators and previous price history will be used, in particular, to determine our entry points

.  We use more of a contrarian approach to building and managing a portfolio; we commonly buy when others are selling, and sell positions into strong buying

.  We may go months at a time without altering positions in the account, but sometimes will transact every day for two weeks; the market changes constantly and the market must present what we see as being an opportunity before we transact.

For additional information about our trading methodology click here