Gian Pandit

Ausbil is an active, style neutral manager, who focuses on exploiting inefficiencies across the entire market, at all stages of the cycle and across all market conditions. The firm seeks to position their portfolios towards those sectors and stocks which they believe will experience positive earnings revisions and away from those they believe will suffer negative revisions. They utilize both top-down commodity and macro analysis, combined with bottom-up stock analysis and a disciplined risk management process.

Dexus is an active manager which invests in equity, fixed-income, real estate, infrastructure, and multi-asset and diversified securities. Their investment approach is driven by research, access to their global network and progressive portfolio construction following proprietary processes. Portfolio managers focus on specific markets while maintaining flexibility to invest opportunistically. The firm's investment process is a combination of top-down and bottom-up approaches. In addition to equity portfolios, Dexus manages yield-oriented strategies invested in government and non-government debt, emerging market debt, hybrid securities, derivatives, infrastructure debt, listed and direct real estate. They also manage hedge funds, including an Australian market neutral strategy which follows an enhanced index investment approach. They are also a major wholesale real estate manager and design real estate-backed investment products.

INGIM-AU is a long-term investment manager which believes that within a market the performances of each asset class are linked to the progression of the economic cycle. They aim to take advantage of asset class trends through active portfolio management. The firm invests in Australian and global equity, real estate-related securities, fixed-income and cash. Their multi-sector and global equity funds have actively managed exposure to foreign currency. Their in-house research informs investment decisions and is a composite of proprietary quantitative models and internal fundamental analysis complemented by third-party inputs. INGIM-AU's investment process starts with a mid-term macroeconomic view which determines asset allocation. Equity investments follow a growth-oriented approach and proceed from a bottom-up stock selection process focused on earnings momentum. Fixed-income investments follow a top-down approach focused on relative value to the market and the evolution of the economic cycle.