SCREEN AND SCREEN AGAIN
Our equity strategies screen out companies that don’t meet our tests for debt, recurring earnings, sound management and business quality. That helps us avoid value traps and the kind of companies that go south fast when things get tough.
LOADED WITH DRY POWDER
Whatever asset class you’re investing in, saying “no” when the market is running hot has a short-term cost. But avoiding poor or expensive assets does more than protect capital. It means Perpetual funds have cash ready to deploy when opportunities appear.
CHEAP MONEY, EXPENSIVE ASSETS?
A decade of loose monetary policy has taken asset prices to elevated levels and the current cycle is getting very old. That makes it a good time to invest with a manager committed to buying quality and value.
See how it’s done
Perpetual’s investment experts explain the power of saying “no” when building investment portfolios.
VALUATION IS A DISCIPLINE
Cheap money can make some stocks look like easy money to greedy investors. Perpetual’s Australian Equities process helps us avoid the emotion – and the temptation.
THE FIRST DOLLAR BACK
High yield securities can generate attractive income returns. Perpetual’s Credit and Fixed Income team protect clients’ money by seeking only those likely to return capital even in a distressed situation.
THE FEW, NOT THE MANY
Global markets are overvalued but Perpetual’s Global Share Fund is still finding quality. By rejecting many, it concentrates on the few stocks it really pays to own.
BUILT FROM THE GROUND UP, NOT BENCHMARKS DOWN
Perpetual’s Diversified Real Return Fund is built with the client’s objective at the forefront. We avoid overvalued and vulnerable asset classes to protect client’s capital.