Our investment approach

We believe that access to an actively managed and well-researched portfolio of flexible investments can play an important role in helping you reach your financial goals. Utilising our range of Investment Funds generally allows investors greater diversity and flexibility than individual direct investments.

  • We follow a disciplined approach with clearly defined investment objectives. Operating with a strong compliance culture, we do take into account responsible investment.
  • We are active investment managers. We are patient, disciplined investors and are prepared to research deeply to find and exploit mispriced securities. We also incorporate quantitative models and economic relationships to help us see and understand the businesses we invest in. Finally, we overlay our experience and judgement to build portfolios.
  • We seek attractive, risk-adjusted returns. There is no return without risk. But when risk is mispriced, there can be opportunity. Our analysis focuses on identifying opportunities, understanding risk, and investing where the returns justify it. This helps us to avoid over paying for the promise of future growth.
  • We adopt a flexible investment approach. We believe investors benefit from diversification across and within asset classes. Our investment style seeks opportunities in all market cycles. Cyclical, defensive, value, and structural growth stocks along with income securities – we will invest in them all when the time is right and the return for risk is fair.
  • We believe that environment, social and governance (ESG) factors need to be considered in investment decision making. As active investment managers we aim to engage with the companies we invest in. However, where we’ve identified companies that cause significant harm and determined that engagement is unlikely to bring about positive change, we will place them on a prohibition list.

Learn more about our selection of funds

Grow and manage your wealth with our range of carefully selected funds developed to help you achieve your specific goals.

How to invest in Octagon funds

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