Our Investment Philosophy

August 29 2020

Our investment philosophy is underpinned by three core tenets that embody what we stand for and guide our decision making.

Focus first on risk

We seek to understand the risks associated with any investment and therefore understand what level of return is necessary to compensate for this risk.

Seek consistency of returns

We believe the way to deliver more consistent returns is by diversifying investment risks within the portfolio.

Seek to preserve capital

We seek to avoid the risk of permanent capital loss through our focus on identifying high quality and sustainable investments.

We aim to meet portfolio objectives by managing the impact of market volatility through the fluctuations of market cycles while maximising returns over the long term.

Important Information

The information in this website is intended to be general information only and has been prepared without taking into account your objectives, financial situation or needs. You should obtain and consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making a decision about whether to acquire or continue to hold any financial product. Copies of the relevant PDS and TMD are available on our website www.atriuminvest.com.au, or can be obtained from your financial adviser or our Client Investment Services team at investors@atriuminvest.com.au. Past performance is not an indication of future performance.

© 2021 Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338634). All rights reserved.

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