Altair works in conjunction with financial advisers to deliver an institutional quality equities asset management solution via Managed Discretionary Accounts (MDA), Separately Managed Accounts (SMA) or Managed Funds via market leading platforms.

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With a high calibre team of 20 investment and business management professionals recruited from some of the largest and most successful financial institutions in the country we have a proven and rigorous investment process which is proven through various market cycles. Our team has spent decades honing their skills across a range of firms, including private client wealth, financial advisory and institutional investment businesses. 

We work with some of the largest financial services companies, dealer groups and administration platform to deliver a market leading Australian equities investment management solution.

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Our Investment Philosophy

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“Change is a key influence of companies and stock price performance and its impacts are mispriced by equity markets.”

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We believe the way we look at stocks allows us to pick up on changes to companies quicker than others and respond to opportunities when mispricing occurs.

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Investment Differentiators

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We place a Qualitative screen before quantitative analysis. Our Investment team does not let  quantitative metrics define what we look at, we aim to consider a  company’s “situation” before analysing the numbers which promotes a longer-term focus.

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Our investment process is robust, customisable, transparent and dynamic with our equity income strategy structure focusing on a low turnover of stocks and no derivatives in the portfolios.

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