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Australian Share Fund – Wholesale
The Fund is invested in companies listed (or expected to be listed) on an Australian securities exchange and is actively managed. Our value-based investment philosophy underlies our approach to stock selection, driven by our bottom-up research process designed to maximise the opportunities to deliver income and long-term capital growth to our clients. We use several valuation screens to rank our investment universe and generate stock ideas. Our experienced team then undertakes detailed quantitative and qualitative analysis to identify companies that are trading at a discount to our assessment of their underlying value. The Fund provides exposure to a diversified portfolio of…
Australian Share Fund – Retail
The Fund is invested in companies listed (or expected to be listed) on an Australian securities exchange and is actively managed. Our value-based investment philosophy underlies our approach to stock selection, driven by our bottom-up research process designed to maximise the opportunities to deliver income and long-term capital growth to our clients. We use several valuation screens to rank our investment universe and generate stock ideas. Our experienced team then undertakes detailed quantitative and qualitative analysis to identify companies that are trading at a discount to our assessment of their underlying value. The Fund provides exposure to a diversified portfolio of…
Global Listed Infrastructure Fund – Hedged
The Fund is actively managed and provides exposure to global listed infrastructure securities across regulated, contracted and concession assets that provide essential services, with a focus on sustainability and ESG factors. Generally, these securities have a market capitalisation greater than US$500 million. The Fund’s currency exposure is substantially hedged back to Australian dollars. Currently, the Fund provides exposure to global listed infrastructure securities by being invested in the Maple-Brown Abbott Global Listed Infrastructure Fund. We consider potential investments from a strictly selected infrastructure focus list of around 110 companies across more than 20 countries based on a tight definition of…
Global Listed Infrastructure Fund
The Fund is actively managed and is invested in global listed infrastructure securities across regulated, contracted and concession assets that provide essential services, with a focus on sustainability and ESG factors. Generally, the securities in the portfolio have a market capitalisation greater than US$500 million. We consider potential investments from a strictly selected infrastructure focus list of around 110 companies across more than 20 countries based on a tight definition of infrastructure. Stocks on the focus list are those the team believes provide the strongest combination of inflation protection and low volatility. The team conducts fundamental research, including meeting with…
Funds
For fund specific information including disclosure documents, once you have selected the relevant strategy, select ‘Explore the funds’ and choose the relevant fund from the drop down menu. Australian Small Companies Investing in Australian small companies where we have conviction on medium-term earnings delivery that are supported by sustainable business models. Australian value equities Managing Australian value equities since 1984. Our commitment to value investing remains unchanged. Global listed infrastructure Investing in quality, sustainable infrastructure assets which can offer inflation protection and low volatility. Multi-asset We offer multi-asset solutions for clients looking for portfolio diversification. Australian Small Companies Investing in…
Introducing the Australian Value Equities fund
With many companies and sectors looking expensive from a valuation perspective, the question we often get is where are the opportunities in Australian equities? The Australian equity market produced a slightly higher than average total return of 11% in 2024 when compared to a 10-year return of 8.5%. However, that number hides a huge difference across sectors. The "haves" were led by the technology sector which produced a total return of roughly 50%, followed by financials which were up over 30%. On the flipside, the energy and materials (led by resources) sectors both produced double digit negative returns. Interestingly, the 2024…
Seeking small cap exposure
We believe that 2025 has the potential to be the year of the Australian small cap given the cyclical and structural tailwinds in place. From a cyclical perspective, Australian small caps are well supported by the positive global stimulatory backdrop and moderating domestic inflation outlook which is expected to result in lower interest rates. Historically, interest rate reductions have resulted in positive performance at the smaller end of the domestic equity market and is one of key catalysts we are looking for to see renewed investor interest this year. Given a more favourable domestic macroeconomic backdrop, we expect a better…
Think you know us take a closer look
Maple-Brown Abbott is one of Australia’s first boutique investment managers, having been established nearly 40 years ago. What began as an Australian value equity business is today a leading investment manager focusing on active management of differentiated listed equity strategies with a global client base. We remain a privately owned boutique with a focus on maintaining the integrity, ethical standards and culture that are the foundations of the firm. We have three well-established investment teams focusing on the management of Australian Value Equities, Asian Equities and Global Listed Infrastructure. In recent years we have expanded to include investment teams specialising…
Terms and conditions
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