Investment Objectives

The investment objective of the Company is to produce a consistent positive return on its funds, regardless of the general direction of the share market.

Investment Philosophy

Ozgrowth’s investment philosophy is based on the premise that financial markets and individual securities can and do deviate away from fair value.  By detailed analysis of a range of valuation parameters, active management of a portfolio of equities can be used to generate an acceptable level of absolute return over a range of time frames. The investment strategy is based on the medium to long-term investment of funds and is consequently not suitable where large non-investment cash flows occur on a regular basis. Due to the relative levels of research coverage by the market,Ozgrowth believes that companies outside of the Top 100 will experience greater deviation from fair value.  It also considers that, given its geographic location and range of contacts, a greater number of suitable investments will have exposure to the Western Australian economy as it has a comparative advantage in coverage of these stocks due to its location.

Investment Strategy

Ozgrowtth will mainly invest in listed securities, but will consider unlisted opportunities that are considered attractive.  From time to time, a portion of the Portfolio may be held in short term cash deposits.   Derivatives may be used where considered appropriate. The Manager will use a variety of sources to generate investment ideas.   A range of parameters are used to assess value, but a key input to the analysis is the expected growth potential of the company. After completing the necesaary analysis, a set of stock recommendations will be presented to the Manager’s Investment Committee. The Investment Committee will review the recommendations and put them in the context of the overall equity environment.  It will then review the Company’s current Portfolio in light of the information presented to it and adjust holdings in the Portfolio to ensure the targeted performance is achieved. The Investment Committee can also use a variety of instruments to achieve its performance objectives.  Where they are allowed, short positions may be held where a compelling reason exists.  Derivatives may also be used to generate additional income in the Portfolio or to protect the Portfolio from market downturns.

 

Investment Objectives

The investment objective of the Company is to produce a consistent positive return on its funds, regardless of the general direction of the share market.

Investment Philosophy

Ozgrowth’s investment philosophy is based on the premise that financial markets and individual securities can and do deviate away from fair value.  By detailed analysis of a range of valuation parameters, active management of a portfolio of equities can be used to generate an acceptable level of absolute return over a range of time frames. The investment strategy is based on the medium to long-term investment of funds and is consequently not suitable where large non-investment cash flows occur on a regular basis. Due to the relative levels of research coverage by the market,Ozgrowth believes that companies outside of the Top 100 will experience greater deviation from fair value.  It also considers that, given its geographic location and range of contacts, a greater number of suitable investments will have exposure to the Western Australian economy as it has a comparative advantage in coverage of these stocks due to its location.

Investment Strategy

Ozgrowtth will mainly invest in listed securities, but will consider unlisted opportunities that are considered attractive.  From time to time, a portion of the Portfolio may be held in short term cash deposits.   Derivatives may be used where considered appropriate. The Manager will use a variety of sources to generate investment ideas.   A range of parameters are used to assess value, but a key input to the analysis is the expected growth potential of the company. After completing the necesaary analysis, a set of stock recommendations will be presented to the Manager’s Investment Committee. The Investment Committee will review the recommendations and put them in the context of the overall equity environment.  It will then review the Company’s current Portfolio in light of the information presented to it and adjust holdings in the Portfolio to ensure the targeted performance is achieved. The Investment Committee can also use a variety of instruments to achieve its performance objectives.  Where they are allowed, short positions may be held where a compelling reason exists.  Derivatives may also be used to generate additional income in the Portfolio or to protect the Portfolio from market downturns.