OUR INVESTMENT PHILOSOPHY & PROCESS
We believe that, in relation to the Funds, a carefully selected portfolio of securities, with a greater focus on relative value and profitability, can provide better returns than the market benchmark over the long-term.
- OUR INVESTMENT APPROACH -
- OUR INVESTMENT PROCESS -
HOW WE CHOOSE INVESTMENTS
We invest in companies we consider to have:
- attractive valuations and future cash flows
- low volatility of earnings
- disciplined capital management
- strong leadership and future focused management
- governance structure and transparency
- competitive advantage in the industry
Our funds are managed in accordance with our Responsible Investing Policy.
ANALYSIS IS OUR STRENGTH
We conduct our own research to understand all aspects of an investment.
We interact closely with companies to understand their business models and financials and conduct scenario analysis and valuation modelling to ensure the investment is right for our portfolios.
All investments are peer reviewed within the investment team. Any investment ideas are challenged and debated to ensure they meet our criteria.
A separate compliance team oversees all investments to ensure that these adhere to each Fund’s investment guidelines.
- RESPONSIBLE INVESTING -
QuayStreet Funds are managed in accordance with our Responsible Investing Policy.
We also encourages responsible investing through the Socially Responsible Investment Fund.
The Fund currently adheres to a Socially Responsible Investment Policy and screening process which seeks a balance between the financial and the socially responsible performances of an investment.
- CORPORATE GOVERNANCE -
All money is held in bank accounts controlled by an independent licensed Supervisor, The New Zealand Guardian Trust Company Limited (NZGT). All payments and receipts of monies are made between the client and the Supervisor. All investments are held in the name of the Supervisor via an independent custodian, Citibank N.A.
NZGT has been granted a full licence by the Financial Markets Authority under the Securities Trustees and Statutory Supervisors Act 2011 to act as Supervisor of the funds. Further information on the Supervisor’s licence is publicly available on the Financial Markets Authority website: www.fma.govt.nz
Both the Supervisor and the Custodian are independent of Smartshares Limited.
- GET STARTED -
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