The following key investment philosophies enable the Perennial boutiques to deliver excellence in funds management.
Investors' interests first
Perennial shares equity ownership of each boutique business with key professionals who work within the business. We believe that this ownership structure cultivates an environment where the interests of investors and investment professionals are clearly aligned.
The cornerstone of the investment process of each of Perennial's boutiques is proprietary, in-house research. Perennial conducts independent first-hand research on all securities before their inclusion in our investment portfolios. A sharing of knowledge between the boutiques ensures that all of our teams are up to date with domestic and global issues.
Active investment management
Perennial believes that investment markets are not fully efficient, causing asset prices to deviate from 'fair value'. Through careful research of investment fundamentals and the application of a disciplined investment process, market inefficiencies can be identified and exploited by experienced investment professionals applying an active investment approach.
All of Perennial's portfolios are positioned for long-term investment performance outcomes. Our objective is to add value over the medium to long term, relative to a recognised market benchmark, in a risk efficient manner. Many of Perennial's capabilities have a proven and consistent long-term track record, with good results relative to our peers.