George Kerr

BAM is an active, value-oriented investor with a long-term investment outlook which manages portfolios invested primarily in Australian and New Zealand equity, as well as in Australian and New Zealand real estate. T The firm invests across market caps, constructing some portfolios focused on large-cap companies and other portfolios focused on small- and mid-cap companies. As a value investor, they aim to identify mispriced securities traded at a discount to their intrinsic value, performing fundamental research and conducting company visits. BAM'sr main valuation methodologies are based on the assessment of cash flows including cash flow multiple analysis and discounting free cash flow using risk-adjusted discount rates to obtain their assessment of intrinsic value. For each investment opportunity they aim to understand key business drivers, strategy strength, financial health, company management and board as well as relevant industry fundamentals.

Provides portfolio management and financial advisory services

Provides financial, funds and wealth management, rural and trust services

Manages investment trusts

Provides portfolio management

Acts as an alternative investment manager

Operates as a closed ended investment fund

Provides funds management services