Our Approach
“We don’t compete on quantity, we compete on quality. The mandate of our research team is to be flexible and seek out the best investment opportunities in equity and fixed interest markets. Our clients only want to hear about the best investments, not every investment.
We now have eight members in our research team with average industry experience of 18 years. With respect to Australian equities, our analysts have a broad, market-wide mandate to seek out those companies and sectors with above average prospects. Our investment horizon is 2-3 years and as such we attempt to identify opportunities that are undervalued by the market or have leverage to a macro or industry theme which we deem significant. We aim to have an active research universe of ~60 stocks – covering both industrials and resources.
To complement our own research efforts, we utilize quantitative techniques to monitor and assess trends across the balance of the ASX200 . We subscribe to all the major market data/service providers – Bloomberg, Thomson One , DataStream and Iress and receive research feeds from other providers with respect to both Australian equities, global equities and managed funds.
Via our Chief Investment Officer, we provide research views to support our asset allocation recommendations and provide recommendations on portfolio strategy. We have two regular publications: “The View from the Outer” – a weekly newsletter with a focus on investment themes and current issues, and “The Financial Engineer” – a monthly that has a pure focus on Australian equities and contains our latest views on portfolio design and stock selection.
Within Evans and Partners we also have expertise to provide advice on hybrid securities, fixed interest and equity derivatives. Our ideas in these areas are supported by a number of regular publications”.