Tim Wood

JPAM AP uses global fundamental research and applies quantitative valuation tools and a bottom-up approach to construct portfolios. They make investment decisions based on micro-valuation insights. Their research analysts approach the market by sector, while globally based portfolio managers and analysts cover the international capital markets. The firm has expertise across a wide range of asset classes including equities, balanced, fixed-income, liquidity and alternative investments.

SGH specializes in actively managed investment strategies covering Australian Equities and Property Securities – including Australian and global REITs (Real Estate Investment Trusts) and Managed Discretionary Portfolios. Their high-conviction active management approach is founded on the firm’s ValueActiveTM investment process. It combines in-depth valuation analysis with a forensic approach to company research, market fundamentals and insight.