A distinctive long term approach

For 25 years PPM has managed funds with a distinctive long term approach that has set us apart. Our Individually Managed Account (IMA) and Separately Managed Account (SMA) solutions enable our clients to access our investment management expertise and proven track record in building and managing Australian and International equities portfolios.

PPM understands that what each client needs is individual.

PPM’s IMA and SMAs are simple and transparent, with each client retaining the benefits associated with direct ownership. PPM’s premium IMAs enables our professional investment management services to be tailored to meet each client’s individual tax, income and investment requirements. We will build and manage a bespoke portfolio for you.

Celebrating 25 years

PROVEN PERFORMANCE

Our Portfolio Managers are focused on preserving capital and growing the earnings of our clients portfolios through market cycles by building and actively managing our clients bespoke concentrated portfolios of 20-25 companies.

EXPERIENCED TEAM

PPM’s dedicated investment management professionals have a time tested investment capability extending plus 20 years. PPM is managed and majority owned by its employees and founding members, who invest alongside our clients.

PREMIUM CUSTOMER SERVICE

PPM provides a premium tailored client servicing experience. Our individual client focus means that each client has direct access to PPM and their portfolio manager.

OUR PORTFOLIO CONSTRUCTION

Initially our portfolio managers seek to identify thematic trends in the market – to provide a top down filter. We seek to identify those themes that will filter the stock universe to identify sectors and companies that will benefit from that theme. Once a sector or asset class is identified, we employ a rigorous bottom up stock selection process to identify our preferred stocks.

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Our Investment Philosophy

We provide attractive portfolio returns with consideration given to protecting our clients’ capital through market cycles. Underpinning this philosophy is a research driven process that targets attractive long-term themes and the companies that are best positioned to take advantage of them.

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