Our Investment Philosophy

August 29 2020

Our investment philosophy is underpinned by three core tenets that embody what we stand for and guide our decision making.

Focus first on risk

We seek to understand the risks associated with any investment and therefore understand what level of return is necessary to compensate for this risk.

Seek consistency of returns

We believe the way to deliver more consistent returns is by diversifying investment risks within the portfolio.

Seek to preserve capital

We seek to avoid the risk of permanent capital loss through our focus on identifying high quality and sustainable investments.

We aim to meet portfolio objectives by managing the impact of market volatility through the fluctuations of market cycles while maximising returns over the long term.

Important Information

The information in this website is intended to be general information only and has been prepared without taking into account your objectives, financial situation or needs. You should obtain and consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making a decision about whether to acquire or continue to hold any financial product. Copies of the relevant PDS and TMD are available on our website, or can be obtained from your financial adviser or our Client Investment Services team at Past performance is not an indication of future performance.

Following recent amendments to the Corporations Act 2001 (Cth), where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election.

You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

© 2024 Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338634). All rights reserved.

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