Capture the growth and income potential of Australian shares by investing with one of Australia’s largest and most experienced share investors.
At Perpetual, we believe in investing in quality companies with sound management, conservative debt levels, recurring earnings and a quality business. Our investment decisions are driven by rigorous company research, which includes more than 1,000 company meetings or calls per year.
Perpetual's Australian shares team manage a range of Australian share strategies across the market capitalisation spectrum. We manage long only, long/short, absolute return and concentrated strategies.
> See all of our Australian Shares funds
Protection against inflation
Potential Tax Benefits
Source of income
Our expertise in buying quality and undervalued Australian companies has long been recognised through industry awards. Our focus on buying quality stocks when they are undervalued has rewarded investors over the long-term.
Outstanding track record
We have managed Australian shares since 1966, making Perpetual one of Australia’s longest established share investors.
Stable and experienced team
The size and depth of our Australian equities team (an average of 14 years of industry experience) benefits our clients as we have excellent access to company management. The team conducts more than 1,000 company meetings or calls per year.
For selected strategies we deploy our stock picking expertise for short selling, or ‘shorting,’ companies that we think are overvalued. Our shorting capability has been an important strategy since 2003.
At Perpetual our investment philosophy drives our investment decisions. The way we seek to identify opportunities and manage our Australian share portfolios is guided by specific principles:
- We believe equity markets are only semi-efficient
- As a result, we believe you can beat the returns available from the market (or a market benchmark) by identifying and investing in high quality companies trading at attractive prices
- We identify these companies through our own fundamental, in-depth research.
All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.
You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:
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Years of experience: 21
Years at Perpetual: 14 (split in 2 periods)
Paul is the Head of Equities and the Portfolio Manager for the Concentrated Equity and Pure Equity Alpha strategies.
Paul rejoined Perpetual Investments in February 2010 as a Portfolio Manager, having previously spent seven years with Perpetual. He began his career with Perpetual in 1994 in a back office role, moving into a dealing role after three years, working his way up to the Head Dealer role.
Between stints at Perpetual, Paul spent seven years working at CPH/Ellerston Capital, where he had portfolio management responsibilities for an Australian long/short strategy for the first four years and a global long/short strategy for the last three years. Paul also recruited and managed two analysts within his team.
Paul gained international experience, spending 18 months in London, as well as expertise in investing and trading various asset classes ranging from equities, commodities, currencies and fixed interest.
Paul has a Bachelor of Economics from Macquarie University and is a Member of the Institute of Chartered Accountants.Loading...
Years of experience: 17
Years at Perpetual: 15
Jack is the Portfolio Manager - Ethical Shares, Pure Microcap, Pure Value, Smaller Companies (50%) and an Analyst.
Jack joined Perpetual in November 2001 as an Investment Administrator and Equity Dealer. After four years he moved into an Analyst role, focusing on small cap industrial companies. Jack took on portfolio management responsibilities in June 2010.
Prior to joining Perpetual, Jack gained two years industry experience working in London as an Equities Dealer and Investment Administrator at both Salomon Smith Barney and Goldman Sachs Asset Management.
Jack has a Bachelor of Economics from the University of Sydney.
Years of experience: 22
Years at Perpetual: 9
Vince is Deputy Head of Equities, Portfolio Manager - Australian Share, Geared Australian Shares, Direct Equity Alpha, Listed Investment Companies.
Vince joined Perpetual Investments in July 2007 as an Analyst and since that time has covered the chemicals, diversified financials, banking, telecommunications, building materials and REITS sectors.
Prior to joining Perpetual, Vince was as a senior portfolio manager/analyst in the large cap Australian equities team at Deutsche Asset Management and led the top 100 equities team. In addition, he had stock research responsibilities across a large number of sectors.
Vince was also a portfolio manager for a number of client portfolios and researched international stocks as part of the international equity division State Super (subsequently Deutsche). Prior to this, Vince worked in corporate finance and foreign currency for Monte Paschi Australia Limited.
Vince has a Bachelor of Commerce with a major in Economics and Finance.Loading...