Sam Hallinan

Functions as a foundation or endowment

SIMAL uses in-house, proprietary research to develop their global investment approach. They believe that in-house global research translates into superior investment performance through disciplined portfolio construction. The firm focuses on internal analysis of markets and companies to identify optimal investment opportunities. Their areas of expertise include Australian equities, fixed-income, multi-asset, and global equities.

YIML is an active manager which utilizes a bottom-up, value-based approach to invest across Australian and international equities, fixed-income and multi-assets. The firm picks stocks based on in-house research using an internally developed 'Comparative Value Analysis' tool in order to obtain an objective valuation of targeted companies. This process involves the fundamental analysis of selected companies and is performed by a team of dedicated analysts, each covering a selection of stocks spread across several sectors. They construct diversified portfolios to minimize risk and benchmarks against the ASX 200.

Yarra Capital is dedicated to delivering superior, repeatable investment returns for their investors. The firm's portfolios are built around high-conviction ideas drawn from their own fundamental, proprietary research. They have robust investment processes and a rigorous risk management and compliance infrastructure. In addition, they place a strong emphasis on environmental, social and governance (ESG) issues, which form a mainstream part of their research process and risk analysis and are considered to varying degrees across all of their investment strategies.