is a boutique Asset Management Consultancy firm providing a range of Managed Portfolios that can be accessed across a select range of wrap platforms.
We believe that markets are not fully efficient and that opportunities exist for skilled investors to outperform the index through Active Investment Management. Our approach is designed to capitalise on market inefficiencies, leveraging a diverse mix of investment managers to deliver superior long-term results.
We maintain a medium-term investment horizon but actively monitor and adjust our portfolios as needed. Underperforming managers are replaced, when necessary, with an average annual turnover/re-weighting of 30% – through this has been higher in recent years due to market conditions. We are decisive and disciplined, making the tough calls to ensure portfolio strength.
While capital preservation is a priority, we recognise that higher returns require measured risk-taking. Striking the right balance is essential, and our track record over the past five years demonstrates our ability to navigate high market volatility effectively.
Our investment style is unique – we do not adhere to the traditional core and satellite model. Instead, we construct well-balanced portfolios by blending a variety of managers, each with different styles, to achieve an optimal outcome. Most of the managers we select focus on high-quality companies, ensuring robust, resilient investments.
Market volatility is an inevitable part of investing, but we do not react impulsively. Our decisions are based on a thorough analysis of underlying market factors, allowing us to make informed, proactive adjustments. In most cases, we anticipate challenges before they fully materialise, making necessary changes ahead of major market disruptions. However, during periods of heightened volatility, we are unlikely to implement large-scale portfolio shifts, preferring to wait for stability before making strategic adjustments.
Our portfolios incorporate a mix of fundamental and quantitative managers, ensuring a diverse and robust investment strategy. By combining data-driven insights with deep fundamental analysis, we create a dynamic and adaptable portfolio that can thrive in varying market conditions.
is committed to disciplined active management, leveraging our expertise to identify opportunities, manage risk, and enhance returns. Our structured approach to portfolio construction, manager selection, and market analysis positions us well to deliver consistent, long-term success..
Office: Level 24, 300 Barangaroo Ave., Sydney, NSW 2000
Email: info@loyaltyasset.com.au
Phone: 1300 160 136
General Advice Disclaimer:
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Loyalty Asset Management Pty Ltd ACN 663 236 646 is a Corporate Authorised Representative of OTG Capital Pty Ltd ACN 605 573 948 AFSL 551695.