Global shares provide diversification in an investment portfolio, as well as exposure to the world's best companies and industries under represented in Australia.
At Perpetual we invest in quality companies that we believe are trading at a discount to their inherent value and have the greatest long-term return potential. We seek high quality companies with strong balance sheets, consistent earnings growth and strong free cash flow. In addition, we assess the quality of a business by looking at a company's products, positioning and brands; its sources of competitive advantage; the barriers to entry in its market and any issues that may influence the company's future performance.
The Case for Global Shares
Our people and our process set us apart from other global fund managers. We apply our experience, insight, and skill to identify global companies with the greatest long-term potential.
Increased investment opportunities
The substantial size of the global share market provides investors with the potential to capture thousands of additional investment opportunities.
Invest in a wider range of industries
An investment in global shares can provide access to future growth leaders in industries such as healthcare and information technology – industries that are comparatively small in Australia.
Spreading your money across different regions and industries can improve your portfolio’s risk and return potential as companies operating in differing environments are exposed to different drivers of performance.
Benefit from growth in global brands
Investors can share in the growth of global companies and access emerging companies that may become tomorrow’s global leaders.
Access to company management
Our experienced global investment team has forged relationships with companies around the world. Perpetual’s success in managing Australian equities means that global companies visiting Australia actively seek us out. Similarly, we benefit from excellent access to companies during offshore visits.
Our global equity analysts are part of one of Australia’s largest and most awarded equity investment teams. The team share investment insights, assess key investment themes, and travel extensively to meet with company management.
Proven investment process
We apply our experience, insight and skill to find companies with the greatest long-term return potential but always remain focused on limiting the possibility of loss. Rather than mimicking an index, we believe in building global share portfolios that are concentrated on a select number of quality businesses.
At Perpetual our investment philosophy drives our investment decisions. Specific principles guide the way that we seek to identify opportunities and manage our global share portfolios:
- Our belief is that 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.
- We are not biased to any particular sector or region but are instead focused on companies with a sustainable edge to their business models – it’s that edge, together with our attention on valuations that can deliver strong long-term returns.
- We believe high conviction portfolios, which focus on a smaller number of investments, can deliver long-term returns.
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: 16
Years at Perpetual: 11
Garry joined Perpetual in March 2008 as an Analyst and has covered a broad range of sectors. He now holds the title of Global Equities Portfolio Manager for Perpetual Investments and has been managing the Global Share Fund since its inception in January 2011. Prior to this, Garry was co-portfolio manager of an Asian fund from 2009-2011.
Prior to joining Perpetual, Garry had three years with PM Capital as an Analyst covering the financial sector for global and Australian strategies and one year with Commonwealth Securities as an Analyst. While studying Garry gained experience at Morgan Stanley and Meridian Equities as an Analyst. During this time he covered a broad range of sectors across large and small cap companies, including food and beverage, construction and resources.
Garry has a Bachelor of Commerce and a Bachelor of Laws from the University of New South Wales.
Years of experience: 15
Years at Perpetual: 10
Rosemary is as an Analyst for the Global Equities strategy. Her primary focus is on Global Healthcare and Consumer companies.
Prior to joining Perpetual in January 2010, Rosemary spent 2 years at Platinum Asset Management, where she held the position of Analyst for the Platinum Asia Fund covering stocks across China and Hong Kong. Prior to this, Rosemary was an analyst at MMC Asset Management analysing small and mid-cap companies. She also held roles at the Reserve Bank of Australia and the Australian Prudential Regulation Authority (APRA).
Rosemary holds a Masters of Commerce (Actuarial studies) from University of New South Wales and a Bachelor of Commerce (First Class Honours) in Accounting and Finance from University of Western Australia.
Years of experience: 13
Years at Perpetual: 5
Andrew is an Analyst covering mainly global financial and industrial shares for the Global Equities strategy. Andrew joined Perpetual in August 2014.
Prior to joining Perpetual Andrew spent 8 years at Five Oceans Asset Management covering financials, industrial services and technology. He has also held roles as a management accountant with Zurich Financial Services and Thomson Reuters.
Andrew has a Bachelor of Commerce (Honours) from the University of Auckland.
Years of experience: 17
Years at Perpetual: 5
Thomas joined Perpetual Investments in June 2014 as an Analyst for the Global equities strategy. His primary focus is on global technology stocks.
Prior to joining Perpetual, Thomas spent 11 1/2 years at PM Capital, where he was most recently Portfolio Manager of the PM Capital Australian Opportunities Fund. Prior to this role he was an analyst covering the internet, retail, and healthcare sectors both domestically and globally.
Thomas holds a Bachelor of Commerce (First Class Honours) and a Bachelor of Economics from Monash University.
Years of experience: 16
Years at Perpetual: 1
Mark Skurnik is a Global Equities Analyst with significant international and local experience, responsible for the Asian region and the utilities and telecommunications sectors globally at Perpetual Investments.
Mark joined Perpetual in January 2018. He previously spent 12 years at Fidelity International in Hong Kong, most recently as Portfolio Manager. Prior to this role, he was Director of Research and worked as an analyst across the financials, energy and utilities sectors.
Mark is a CFA Charterholder and has a Bachelor of Commerce degree from University of New South Wales.
Years of experience: 8
Years at Perpetual: 1
Matthew is a Global Equities Analyst at Perpetual Investments. In this role, he is responsible for the consumer sector.
Matthew joined Perpetual Investments in May 2019. He previously spent 3 years at Adamantem capital, an Australian and New Zealand private equity firm, and 5 years with Magellan Financial Group, a global equities fund manager.
Matthew is a CFA Charterholder, Chartered Accountant (CA) and has a Bachelor of Commerce from the University of Newcastle.
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