Investment Approach – Active and Disciplined
Politis is an active investment manager.
Taking a disciplined approach, we believe we can deliver returns that outperform those attributable to market conditions.
We focus on quality listed assets with a proven track record. This ensures our clients enjoy attractive risk-adjusted returns that enable their future goals.
The portfolios are diversified and can include a mixture of equities, bonds and cash. We also offer ethical portfolios.
The Investment Committee takes the following criteria into account when making its decisions:
- Management and governance
- Industry position
- Earnings, momentum, and outlook
- Balance sheet strength
- Stock valuation, including cash-flow.
The Investment Committee actively monitors the portfolio. It is a continuous balancing act of managing risk with attractive investment returns.
We track the financial results of over 200 of the largest listed companies in Australia so we know how they are performing and to identify emerging opportunities or risks. It enables us to act when the time is right.
We meet monthly to review performance. This ensures your portfolio is delivering the best possible returns in line with your investment profile.
Investment Philosophy
Our investment philosophy is pragmatic, based on investment and business fundamentals.
It starts with asset allocation, in line with the account’s broad-scale mandate: growth, balanced or conservative. This is crucial as it has the biggest impact on long-term returns for the portfolio.
The portfolios are then built with a top-down approach using the following criteria in descending order:
- Asset classes (e.g. equities, bonds and cash, accounting for macro-economic conditions)
- Geography (e.g. developed or developing markets)
- Industry sector (e.g. healthcare vs consumer) and styles (e.g. growth vs value)
- Fundamentals of the business or investment we are making.
Investment Committee
The Investment Committee is charged with the buying and selling of assets, and monitoring portfolio performance in line with the mandates of the Managed Discretionary Accounts. This is to ensure they deliver the best possible returns to our clients.
To help them in their decision making the Investment Committee has access to first-class investment research and third-party expertise from Australia’s leading investment bank and research provider.
Allied to the experience of seasoned professionals, we create a robust framework for managing our client portfolios.
