Mutual Limited
Mutual Limited is an active investment
management business specialising in managing equity, high yield,
fixed interest and cash portfolios. As a pure investment management
business, the investment team and management are focused on
delivering consistent portfolio outperformance and high quality
client service. Mutual Limited (formerly Austock Asset Management)
was founded in 1996 and has established a successful track record
of managing funds for both retail and wholesale clients.
Mutual’s Principles
Specialised:
- Small, adaptable fund manager
whose sole focus is investment management & client
service.
Client focussed:
- Objective is to build an
investment business that meets the investment and business needs of
our clients.
- Remuneration structure designed so
that investment performance & financial success is directly
aligned with our clients.
Sustainable:
- We aim to grow funds under
management at a speed and to a level that does not affect our
ability to generate excess returns for our clients.
- Team ownership and “collective”
decision making reduces key management risk.
Integrity:
- Transparent – what you see is what
you get!
Mutual’s Investment Philosophy
Our investment philosophy is based on the
premise that value can be created by using fundamental research to
uncover and profit from the mis-pricing of securities in a
company’s capital structure. We believe that market prices at any
point in time do not always reflect the true value of a particular
security, therefore providing yield and capital gain opportunities
which can be exploited with the investment team applying an active
investment approach.
Our strategy is to add value to portfolios
with specialise knowledge, correctly timing the market not
over-trading portfolios and awareness of and access to deal
flow.
Each of our managed investment portfolios has
different risk and reward characteristics. We are flexible in
the application of our philosophical approach to investing and meet
regularly with our clients to ensure that their individual
requirements are being satisfied.
Our Institutional Portfolio Management Capabilities:
- Australian Equities
- Fixed Interest & Cash
For further information call Martin Ryan on 1800 806
362. |