How we invest
Disciplined thinking. Long-term perspective.
Our investment approach is designed to preserve and grow wealth through structured, evidence-based decisions that manage risk and support your goals over time.
Our guiding investment principles
Patient, evidence-based and purposeful.
Successful investing requires discipline, patience and a long-term perspective. Our investment philosophy is built around preserving and growing wealth through a structured, evidence-based approach that helps manage risk and support your goals over time.
Disciplined decision making
A clear philosophy: preserve capital, manage downside risk, and pursue sustainable long term returns.
Backed by global research
Top down on markets, bottom up on securities, supported by JANA, Lonsec, Longview Economics, MST Sandstone and FNArena.
With active oversight
Diversified, cost conscious, monitored and rebalanced as markets and your life change.
Building your portfolio
Diversified with intent.
We build portfolios that are diversified enough to reduce risk without becoming so broad that they dilute return potential.
Our investment decisions are guided by long-term structural trends and a flexible, unbiased approach across asset classes. Every investment undergoes rigorous due diligence, which may include site visits, meetings with management and detailed financial analysis.
Every portfolio is built around your need for risk, your capacity to carry it, and your preference for it.
Danny Wong, Manager Research
Institutional research
Backed by institutional research.
Through our partnership with JANA, one of Australia’s leading investment consultants, we complement our in-house expertise with institutional-quality research, global insights and specialist investment expertise across traditional and alternative asset classes.
JANA by the numbers
After a thorough review of 12 firms, we chose JANA. Their global expertise gives our clients access to high-quality investment solutions usually available to large institutions, in a cost-effective way.
Keith Jones, Chief Executive Officer and Chair of the Investment Committee
Investment governance
Who makes the decisions?
We use a collaborative Investment Committee structure that brings together diverse perspectives, including external members who provide independent insight. Every investment decision must be unanimous, ensuring it is thoroughly considered and reflects balanced judgment.
Investment Committee
Voting members
- Chief Executive Officer, as Chair
- JANA, our asset consultant
- Manager, Research
- Meets quarterly, and more often as conditions require
Around the table
Contributing, non-voting
- Advisor representatives
- Director, Capital Markets
- Research Analyst
Research we draw on
External to Alteris
- JANA, together with
- Lonsec Research
- Longview Economics
- MST Sandstone
- FNArena
- BCA Research
- Koyfin
Investment Insights
The latest thinking from the investment team.
Latest News
Australian vs International shares
Australian investors naturally feel comfortable investing close to home. We recognise many of the companies listed on the Australian stock market, understand the local economy, and often value…
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