Investment
Fordham Investment Management offer a range of services which:
- Are unique in philosophy, independence and performance.
- Can be integrated into the overall business and family wealth accumulation, protection and succession strategies of the Business Services Teams.
Independent Research and Advice
Our Investment Research and Advisory Group is a dedicated team whose role it is to review and evaluate investments both within Australia and overseas. Their coverage extends to positions on specific domestic and foreign equities, listed property and cash equivalents.
Private Portfolio Management
We invest individuals’ wealth in a diversified portfolio of direct investments, rather than products. We focus on minimising risk while optimising investment returns, a philosophy that has delivered superior returns over the long term. Our private portfolio management service integrates with our business, tax, retirement and estate planning services. Discipline and diligence are its core attributes.
Our investment philosophy is designed to minimise risk while optimising returns. Using a balanced portfolio structure, all investments are selected using realistic analysis of financial and economic data and are made for the long-term thus minimising unnecessary transaction costs.
Our investment philosophies have been rewarded by long-term strong performance, particularly in weak markets.
Fordham Investment Management delivers a conflict-free portfolio management service. Investing directly in the markets rather than through products, Fordham prides itself on having a transparent and reasonable fee structure, with no commissions. We combine our portfolio management services with our business, tax, retirement and estate planning services.
Clients maintain control of their wealth by holding all investments in their own name and within their own portfolio. As we are not financial planners, there are no middlemen – our clients deal directly with those who make the investment decisions. The regular and direct contact clients have with their portfolio manager provides a sense of security and transparency.
Our service to clients:
- Monthly reports of clients’ investments
- Quarterly reviews and written advice
- Six-monthly meetings with the portfolio manager
- Six-monthly investment and economic strategy review breakfasts
- Quarterly newsletters
- Six-monthly Sector Allocation Strategy document
- Accurate and efficient administration
- Custody of investments
Further Information
Contact John Clark, Paul Ashworth or Mark Cummings for more information, or visit the
Info Centre for further information and downloads.
Public Offer Superannuation Fund
Garnet Superannuation Fund is managed by Fordham Investment Management. It delivers consistently strong long-term returns with low volatility, a modest and transparent fee structure and a high level of member service. The fund is open to all members of the Australian public wishing to invest in superannuation.
Garnet Wholesale Investment Funds
Garnet Investment Management manages a series of wholesale unit trusts. These are available to wholesale Australian investors who wish to invest in financially well structured and managed businesses, both in Australia and selected AAA rated economies. The funds objective is to generate meaningful economic returns over the long run through capital growth and income distribution.
Garnet Investment Management manages a series of wholesale investment funds. The funds are designed to apply the equity selection framework used by Fordham over the last 20 years, to the Australian market and other selected, highly rated (AAA) economies.
The Fund series is comprised of:
- Garnet Australian Equity Fund
- Garnet US Equity Fund
- Garnet UK Sterling Equity Fund
The Garnet Wholesale Fund series is suitable to investors who wish to be exposed to:
- A substantial research program with proven methodology and performance.
- A portfolio invested in quality companies in strong economies.
- An investment philosophy that provides for the benefits of long-term ownership of well run businesses.
Garnet selects companies based on its unique two tier equity management framework. The first tier of the equity selection framework applies a quantitative data set that assesses a broad universe of companies for profitability and balance sheet strength. If successful the company review moves to the second tier. Tier two applies our proprietary process to systematically evaluate a business in terms of factors we know identify sound strategic business management, or not.
Garnet takes a “buy and hold” approach in the underlying investments, allowing time for a company’s stated strategies to operate in the real world and in the process generate an increasing earnings stream and capital value.
The independent and unique investment philosophy at Garnet brings about a deliberate disregard for benchmark indices in the portfolio construction.
The result is an equity portfolio which:
- Emphasises capital management (and dividend) policies.
- Minimises transaction costs.
- Avoids paper shufflers and “big play” takeover merchants.
- Avoids “growth stories” and other unsupported PR spin by management.
- Avoids the biased behaviour of market followers.
For more information on the Garnet Wholesale Fund series or on how to invest in a fund, visit the Info Centre or contact the customer service team directly.
“Our stated aim is to invest in businesses; businesses which are soundly based and which can deliver wealth creation over the long-term.” Paul Ashworth—Portfolio Manager