“Quality and value are fundamental to our approach and our track record of successful equity investment is a proof point that it works.”

Chris Claridge
Portfolio Manager

We seek to invest in high-quality, sustainable businesses that are capable of substantially growing their cashflows and compounding shareholder returns over time.

Australia’s equity market offers some truly outstanding investment opportunities. Yet not every company is destined to reward investors – and in a fast-changing environment, even traditionally strong performers may not deliver the long-term returns you expect.

Atrium helps you focus on high-quality companies in growing industries, with the characteristics that experience shows are critical for sustainable success. Our equity portfolios bring together a diverse yet concentrated selection of our highest conviction ideas, identified through a disciplined analytical process.

Our proven investment process and valuation methodology is fundamental to our approach, helping us to understand what each business is worth and to invest with a margin of safety designed to protect our clients against volatility and generate better returns. Each portfolio is based on in-depth fundamental research, with an explicit focus on risk management and return maximisation.

This enables advisers and their clients to tap into the powerful growth potential of equities, without excessive risk.

What are the critical factors for a successful equity investment?

Atrium applies a fundamental investment framework and scorecard approach focussing on the core drivers of future value to uncover high-quality companies that will reward investors into the future.

Atrium’s Australian Equities Portfolios

Our Australian Equity Portfolios aim to provide investors with access to a high-quality portfolio of Australian listed companies, professionally managed by the Atrium investment team.

Atrium Australian Equities Portfolios include:

  • MAPS Australian Equities Portfolio on HUB24
  • Atrium Australian Equities Portfolio on CFS First Wrap Plus

Please speak with your Financial Adviser for more information on how to invest in these solutions.

Australian Equities Portfolios

Investment objective

Seek to invest in high quality companies to provide superior risk adjusted returns relative to the S&P/ASX 200 Accumulation Index over the medium to long term.

Investment strategy

The Portfolio Manager will invest the Investment Portfolio in high-quality businesses selected typically from the top 200 ASX listed companies by market capitalisation (the S&P ASX 200). Exposure to a broad range of market sectors allows the Investment Portfolio to minimise the potential negative effects of market or industry specific shocks. This reduces the potential of concentration risk which results from investing in limited sectors or companies.

The Portfolio Manager invests in a concentrated selection of quality businesses with the factors critical for a successful investment. Those factors include:

  • An attractive industry with a healthy growth rate and solid returns
  • A strong business model with a sustainable competitive advantage
  • Predictable earnings and cash flows
  • Financial strength
  • An experienced and capable management team
  • Environmental Social and Governance (ESG) considerations
  • A share price that allows us to invest at less than the company’s intrinsic value after adjusting for risk giving us a margin of safety.

This strategy falls into the category of ‘Growth Drivers’ as it provides exposure to Australian equity market returns and risk.

Please contact us for more information or speak with your Financial Adviser on choosing a solution aligned with your investment goals.

Important Information

The information in this document (Information) has been prepared and issued by Atrium Investment Management Pty Limited (ABN 17 137 088 745, AFSL 338 634) (Atrium). This information is provided for the use of licensed and accredited financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products. The Information is of a general nature only and does not take into account the objectives, financial situation or needs of any person. No liability is accepted for any loss or damage as a result of any reliance on the Information. Past performance is not a reliable indicator of future performance. Future performance and return of capital is not guaranteed. The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) is the Responsible Entity of the Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS) and Colonial First State Managed Account (ARSN 618 390 051) (CFS Managed Account).

An investor can only invest in MAPS through HUB24 Invest, an investor directed portfolio service (IDPS) operated and administered by HUB24 Custodial Services Limited ABN 94 073 633 664, AFSL 239 122 (‘HUB24 Custodial Services’) or through HUB24 Super, a super investment service offered through the HUB24 Super Fund (ABN 60 910 190 523, RSE R1074659 USI 60 910 190 523 001) (‘Nominated Platform’ means either HUB24 Invest or HUB24 Super). HUB24 Custodial Services is the promoter of the HUB24 Super Fund and provides a range of services to the HUB24 Super Fund. Atrium is a portfolio manager for MAPS. Investors should consider the MAPS Product Disclosure Statement (PDS) (available from the Nominated Platform’s website) before making any investment decision. Investors should refer to the disclosure documents for the Nominated Platform (available from their adviser or Nominated Platform) together with the PDS for important information concerning an investment in MAPS.

Atrium is the portfolio manager of the Atrium Australian Equities Portfolio.  Investments in the CFS Managed Account are only available on FirstWrap Plus– Investments and FirstWrap Plus– Super and Pension (collectively FirstWrap Plus).  Avanteos Investments Limited (ABN 20 096 259 979, AFSL 245531) trading as Colonial First State Custom Solutions (Platform Provider), is the operator and trustee of FirstWrap Plus. Investors should consider the CFS Managed Account’s Product Disclosure Statement (PDS) (available from the Platform Provider’s website) before making any investment decision. Applications for a portfolio in the CFS Managed Account can only be made pursuant to the application form attached to the relevant product disclosure statement or IDPS guide available from the Platform Provider (FirstWrap Plus Offer Documents).  Investors should refer to the FirstWrap Plus Offer Documents for important information concerning an investment in the CFS Managed Account.

© Copyright Atrium Investment Management
Search for