At Morgan Wealth we focus on achieving absolute returns, benchmarking our investment performance against relevant market indices with the aim of significantly outperforming those benchmarks.
Our Investment Style
Most fund managers focus their investment strategy on one particular investment style such as contrarian investing, growth investing, value investing and investing for sustainable income. Each investment style has its downsides and limitations depending on the prevailing economic conditions.
Our multi-style investment strategy allows us to select the best aspects of each investment style, dependent on the prevailing domestic and international economic conditions from time to time.
With this approach, we are able to consider investment opportunities outside of the main indices and to tap into opportunities at times unrecognised by traditional fund managers.
We continuously monitor the market for investment opportunities such as:
- Capital Raisings
- Undervalued assets
- Initial public offerings
- Investment themes and trends
- Turnaround opportunities
- Cyclical opportunities
- Fast growing business
Having identified a potential investment, we analyse the company assessing its position in its industry, its current business strategy, any competitive advantages it holds, and the ability of management to realistically achieve its objectives.
This process typically involves:
- Company visits and discussions with management
- Seeking out the key business drivers and any catalysts
- Assessing management’s track record
- Determining the company’s ability to grow
- Looking for any constraints to growth
- Balance sheet and cash flow analysis
- Future capital requirements of the business