INVESTMENT MANAGEMENT

We provide our clients with the opportunity to grow their wealth by investing in professionally managed investment portfolios also known as Managed Discretionary Accounts.

Managed Discretionary Accounts

A Managed Discretionary Account is a portfolio of listed securities that is managed on your behalf by a professional Investment Manager based on your investment goals, income requirements and investment profile.

It gives the portfolio manager the authority and discretion to make investment decisions, therefore allowing them to take advantage of market information and conditions in the most timely and efficient manner.

Our Knowledge and Experience

Our portfolios are managed by a dedicated team of professional Investment Managers.  Our Investment Managers have a strong knowledge of financial markets through their extensive experience and access to leading investment research. 

Our Investment Philosophy

When selecting investments for inclusion in our portfolios we adopt a fundamental approach.  We consider economic factors to determine particular industries of interest and examine key operational and financial attributes of Australian companies to identify those we believe are ideal long term investments.

The Politis Investment Strategies investment committee is actively reviewing each portfolio to ensure they are well positioned to provide our clients with the best possible return relative to their investment profile.

Risk Management

Our philosophy of selecting high-quality investments that meet our criteria for inclusion in our well-structured and diversified portfolios, combined with a stringent monitoring process, minimises the impact of unfavourable events on your investment portfolio.