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Australian Value Equities webinar 25 March 2025

Dougal Maple-Brown, Head of Australian Value Equities provides his detailed summary of the March reporting season.

Australian small caps market – key investment themes from the March 2025 quarter

Many of the popular investment themes and crowded stock holdings driving the Australian small cap market in the 2024 calendar year have reversed in the March 2025 quarter. Given the expectation of lower domestic interest rates going forward, many of the high-flying technology, quality and growth exposed companies have been used as funding sources as investors rotate into cheaper quality stocks and/or value/cyclical exposed companies with improving earnings momentum. The question for investors is whether this is just a blip or is the rotation more sustainable? This thematic shift and heightened market volatility is creating increased value adding opportunities for…

Our approach to sustainability risk

The information on this page has been prepared in response to the Sustainable Finance Disclosure Regulation (SFDR) requirements and applies to Maple-Brown Abbott Global Infrastructure Fund, which has been categorised as Article 8 under the regulation. Please note the relevant disclosures for the AMX UCITS CCF – Maple-Brown Abbott Global Infrastructure Fund are available on the AMX by Carne website.Sustainability risks within the SFDR are environmental, social and governance (ESG) events or conditions whose occurrence could have an actual or potential principal adverse impact on the value of the investment. Sustainability risks can affect all known types of risk (for example, market…

What sets us apart

Maple-Brown Abbott Global Listed Infrastructure (MBA GLI) is a highly specialised investment manager focused on infrastructure assets. Since our inception in 2012, we have built a strong track record of delivering stable, long-term returns by investing in infrastructure. Features of the infrastructure asset class include defensive business models, diversification, inflation protection and low volatility cash flows. Our expertise, independence, and alignment with investors have made us a leader in the sector.

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…

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

Acceptance of terms and conditions This website is owned and operated by Maple-Brown Abbott Limited ABN 73 001 208 564 (AFSL 237296) (Maple-Brown Abbott or we). By accessing this website you agree to the following terms and conditions (the Terms) and acknowledge that you have read and understood them. In addition to these Terms, you agree that your access to this website is also subject to any other notices, disclaimers or statements contained on this website. Maple-Brown Abbott may make changes to the Terms from time to time without prior notice to you. By continuing to access this website, you are deemed to…

Media enquiries

For all media enquiries, please contact: Jarrad Brevi |  Director, Communications T +61 2 8970 7762  |  E jarrad.brevi@pinnacleinvestment.com