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Bennelong Funds Management is a thriving, boutique fund manager nurturing a growing suite of asset management teams. We are a wholly owned subsidiary of the Bennelong Group, a privately owned funds management and private equity business.

Philanthropic Objectives

While the Bennelong Group owns and manages significant businesses globally, it also measures its success through contributing to positive and lasting change in the wider community via the Bennelong Foundation.

Investment Process

Bennelong’s investment process aims to consistently deliver above-benchmark returns over the long term, while controlling risk within appropriate parameters. Bennelong seeks to identify stocks that are likely to deliver above-average earnings growth in the foreseeable future and are also attractively priced relative to the market. The Fund is suitable to Investors who:

• Are primarily seeking capital growth from a portfolio of Australian stocks;
• Are seeking some income via dividends and franking credits; and
• Have a high tolerance to risk.

Bennelong’s team of highly experienced analysts undertakes comprehensive ongoing research to assess the earnings prospects and relative valuations of the stocks in their investment universe. Bennelong’s analysts assess each company’s competitive position and the relative attractiveness of the industry in which it operates. Quantitative and qualitative assessments for each company are combined in an overall company score, which is a primary input into Bennelong’s portfolio construction process. Other inputs to this process include stock liquidity constraints, constraints on the size of individual stock positions, market sentiment and corporate/market activity considerations.

The companies within the portfolio will be selected primarily from, but not limited to, the S&P/ASX 300 Index excluding the S&P/ASX 20 Leaders Index. The Fund may invest in securities listed on other exchanges where such securities relate to ASX listed securities. The first formal stage of the investment process applies a series of simple but important tests which must be satisfied before a stock is considered as part of the investment universe. The investment criteria that BAEP applies to the opportunity set is summarised below:

• Market capitalisation typically above $250m;
• The stock must have an earnings history;
• The stock must have reasonable liquidity in the trading of its shares.

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