Denis Donohue

Provides investment advice

Pentalpha seeks to generate a consistent attractive yield (with franking credits) and offset inflation by preserving and growing the investor's capital. The firm aims to outperform a market index or invest to optimize for total return, regardless of capital growth, dividend yield, or without surgically managing the risks of any or all of these individual components at the stock level. Their philosophy is built around managing the risk of investing in individual Australian shares.

Solaris is an active, style-neutral Australian equities manager which aims to achieve superior returns for their clients. The firm selects stocks using fundamental analysis to exploit market inefficiencies in forecasts and valuations. They make all investment decisions based on detailed analysis of the securities and key financial markets, with an eye on the global perspective. Solaris’s typical portfolio size is 40 to 70 stocks. Their analysts are empowered as the portfolio managers for their sectors and engage in pure, bottom-up stock picking without top-down overlays. Strict risk controls are applied to minimize the exposure to downside risk.

SMIML is an active, research-driven manager which follows a bottom-up stock selection approach, believing that active management can give better investment returns than strictly relying on benchmark returns. The firm aims to achieve superior returns and may take positions that deviate from the benchmark through asset allocation and stock selection. SMIML's investment decisions are supported by detailed analysis of the securities and the key financial markets, with an eye on the global perspective. The firm manages risk, applying strict risk controls to minimize the exposure to downside risk. SMIML's investment philosophy is based on the belief that selecting stocks based on their long-term fundamental valuation will enable them to generate consistent excess return by exploiting market mispricings and inefficiencies. The firm actively manages Australian fixed interest and cash assets, utilizing a variety of different investment strategies including long-term strategic duration positioning, short-term tactical duration positioning, yield curve strategies, sector selection and stock selection. SMIML actively invests funds in companies that they believe have a commitment to socially responsible operations and that also satisfy their requirements for consistent excess returns based on long-term fundamental valuations