Investment Philosophy

A stock selection philosophy that reflects these understandings:

  • A long term perspective to maximising income from equities beyond just focusing on dividends/franking
  • Yield and Income are different concepts
  • Over the long term, we believe a broader investment universe has the potential to maximise total returns and deliver a more sustainable equity income solution

Integrated with a philosophy that utilises equity options extends the insights of fundamental research in order to:

  • Address near-term investor challenges related to higher income and reduced volatility
  • Efficiently provide a smoother return profile, while maintaining full exposure to the equity risk premium
  • Actively generate additional income from a broad range of shares
  • Balance the short term asset and long term liability when selling call options to generate income



Equity Income strategy is 'fit for purpose' for outcomes-based portfolios