Matthew Booker

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.

Alternative Investment Manager

Paradice is an active, medium- to long-term manager which employs a bottom-up approach including qualitative and quantitative analyses to invest in small, mid, large and global equities. They invest globally but have a focus on Australia. The firm aims to buy shares which they believe are underpriced and expect to grow at rates greater than the market, favoring well-managed, good value companies that have significant growth opportunities due to competetive advantage. Paradice's company visitation program utilizes proven valuation techniques and models including Price to Earnings, yield, free cashflow, discounted cashflow, EBIT, sales margin, revenue and profit growth half by half, enterprise valuation multiple, interest coverage, return on assets, return on equity and return on incremental capital employed. In addition, they assess potential companies' financial statements, the industry in which they operate, their market position, comparative advantage, business strategy, operating systems, the quality of their Board and management and whether the key drivers of the business are sustainable.

Provides brokerage services

Spheria Asset Management is a fundamental-based investment manager which employs bottom-up investment approach and specializes in small and micro-cap equities. The firm aims to achieve strong investment returns for their clients with an emphasis on risk management. Their investment philosophy is to purchase securities where the present value of future free cash flows can be reasonably ascertained and the security is trading at discount to their intrinsic value. Assessing risk is fundamental to Spheria’s investment philosophy. Explicit risk controls include a preference for companies with low or no balance sheet gearing. When the company does have debt, Spheria Asset Management ensures that free cash flow can support the said level of gearing and is appropriate for the nature of the business.

Functions as a closed-end investment fund or Investment trust