Although not a winner, we’re delighted that our investment partner Epoch was one of two finalists in the International Equities – Global category of the Professional Planner|Zenith Fund Awards.

The awards are based on Zenith’s renowned research and analysis, and cover nine key aspects of a fund manager’s structure, processes and people:

1. Organisational strength
2. Investment philosophy
3. Investment process
4. Investment team
5. Security selection
6. Security valuation
7. Portfolio construction
8. Risk management
9. Performance

Quan Nguyen, a senior investment analyst with Zenith, says the finalists and the winners of the awards are “of high quality; they’ve built sustainable businesses; outperformed consistently; and delivered upon their investment objectives”.

“They’ve got strong investment personnel, top-notch infrastructure, good investment process and culture,” he says.

For more information about the awards, click here.

GSFM

GSFM focuses on creating strong alliances with high calibre investment managers, in Australia and overseas, which offer quality investment strategies not available to Australian retail and institutional investors. Today, our portfolio spans global, Australian and Asian equities, fixed income and private credit, as well as alternative strategies.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.