Oakleigh Flagship Equities Portfolio
The Oakleigh Flagship Equities Portfolio is a transparent, fully managed investment solution with a share investment strategy focused on capital preservation and long-term returns above inflation.
Investments aim to display the following characteristics:
The Portfolio Investment Philosophy
The portfolio will have a high focus on Australian and International shares and property and will typically be positioned between 80% and fully invested in these asset classes.
Seeking to preserve capital, the portfolio does have the ability to hold high cash or defensive asset classes at times of poor risk and reward dynamics.
Predictable, free-cash-flow generative businesses
A sustainable competitive advantage and/or structural tailwinds
High quality management and strong balance sheet
Companies that trade at a compelling discount to intrinsic value
What are you invested in?
This portfolio is designed for Australian investors who:
Are seeking the potential for capital growth and income from a portfolio of listed Australian shares for at least 5 years.
Are comfortable with a return and risk outcome that may be quite different to that of the benchmark index.
Want to access a professionally managed investment portfolio that is well diversified across Australian companies that exhibit desirable fundamental quality and/or value characteristics.
Who is the Portfolio Manager?
Oakleigh Investment Management Pty Limited is the Portfolio Manager of several investment portfolios, including the Oakleigh Flagship Equities Portfolio. Oakleigh Investment Management is part of the Oakleigh Financial Services group, an Adelaide based, boutique financial services business with advisers who have been providing financial solutions to small business owners, families and high-net-worth clients for over fifteen years. The group specialise in portfolio construction, asset allocation and investment management with a focus on equities. Oakleigh Investment Management is advised by the experienced investment professionals that comprise its Investment Committee.
Platform - Macquarie
How is the portfolio managed?
We invest your money with the following core philosophy:
QUALITY
Our fundamental approach to making individual investment decision determines the quality of an investment. We look to own investments that display the following characteristics:
predictable, free-cash-flow generative businesses
a sustainable competitive advantage
high quality management and strong balance sheet
VALUE & GROWTH
The potential for return is greater and loss is lower if you purchase investments that are currently overlooked or underappreciated by other investors. Yet we recognise that value can take significant time to be recognised and seek to invest with thematic tailwinds that enhance the change of high ongoing risk adjusted investment performance.
RESILIENCE
Our focus on quality, ability to hold cash, and capital preservation typically results in a portfolio of companies that is more resilient to losses in times of market uncertainty.
DIVERSIFICATION
Strong diversification means you are less exposed to the risks of investing when your money is spread across a mix of different industries and sectors. Too much diversification can mean you are not focusing on your core investment principals. We aim to own between 15 and 30 quality investments at any time.
Disclaimer
This document is issued by Oakleigh Investment Management Pty Ltd ABN 59 640 392 516, a Corporate Authorised Representative AR 1285526 of Oakleigh Financial Services Pty Ltd. The information provided is for general use only. Whilst all reasonable care has been taken to ensure the accuracy of information provided, Oakleigh Investment Management does not accept responsibility for any inaccuracy or for investment decisions or any other actions taken by any person on the basis or content of the information included. Past performance is not a reliable indicator of future performance. Oakleigh Investment Management does not guarantee the performance of any investment or the return of capital. Oakleigh Investment Management warns that (a) Oakleigh Investment Management has not considered any individual person’s objectives, financial situation or particular needs, and (b) individuals should seek advice and consider whether the advice is appropriate in light of their goals, objectives and current situation. Before making any decision about whether to invest in a financial product, individuals should obtain and consider the disclosure document at macquarie. com.au/investing/macquarie-wrap. Refer to the Financial Services Guide (FSG) at oakleighfinancial.com/tcs for more information on services provided by the Oakleigh Financial Services group.