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.
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.
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.
News & Insights
Covid-19 Public Health Policy Implications Commentary and Analysis
October 28, 2020
Commentary and analysis of the Covid-19 Pandemic by – Prof. John Ioannidis on targeting management…
Market Commentary September 2020
September 30, 2020
The Market Commentary includes a brief summary of key markets, asset classes and our outlook. We…
End of Financial Year Update and Outlook – Presentation with commentary
August 12, 2020
Hugh MacNally, PPM Chairman discusses the End of Financial Year insights and PPM’s outlook on the…
Back to work as restrictions lift
May 22, 2020
During the last two weeks there have been a considerable number of companies reporting which has…
Covid-19 clusters anticipated – but moving to re-open economies
April 25, 2020
The viral infections now seem to be appearing as spot clusters and seem to be following an…
Virus Flattened? Now Economies Need to Re-Start
April 16, 2020
The problem now is how quickly economies can be opened-up again, ending the damage being done to…