Why Us

Investment Philosophy

There are two foundations to Fat Prophets investment philosophy:

  1. The ability to formulate and articulate a long-term outlook and;
  2. Having the correct structural composition within a portfolio.

We believe that superior long term returns can be achieved by combining a value driven fundamental assessment of a stock’s future prospects, with underlying key trends and a top down appraisal of key macro-economic factors.

Underpinning this is a strong contrarian approach to stock selection and a fundamental bias towards value.

Proven investment strategy

We believe that the most compelling investment opportunities are often found in securities overlooked or undervalued by the broader market. Our investment approach combines deep fundamental analysis across both large and small capitalisation companies, with a focus on identifying stocks trading at material discounts to their intrinsic value.

Our Australian equities strategy is active and valuation-driven, founded on the conviction that markets are not always efficient and that persistent mispricings can be identified and exploited. By targeting these discrepancies, we aim to generate superior long-term returns for our clients.

“Boutique” investment service

We are uniquely positioned to offer our clients the best of both worlds — high-quality in-house research alongside access to leading external insights. Through our close collaboration with the Fat Prophets analyst team in Sydney and globally, we benefit from expert, real-time commentary on both macroeconomic trends and individual companies.

Importantly, we are not limited to internal ideas alone. We maintain the flexibility to source opportunities through external networks, ensuring we can uncover the best ideas from across the entire market — not just within our own walls. Our role is to do the heavy lifting: actively monitoring markets and identifying opportunities on your behalf, so you can stay focused on your career, your family, or your retirement.

Benefit from our varied experience

We have seen good and bad markets. Companies come and go. Investors make and lose money. And that experience is never lost, always remembered. It helps us to produce well considered client advice, read and analyse market movements, time buys and sells, recognise market themes, make early stock selections, and formulate risk management.

Flagship offering

Our Managed Account Service offers clients access to a diversified, actively managed portfolio tailored to their investment objectives. The service includes comprehensive tax reporting designed to support SMSF Trustees in meeting their ongoing compliance obligations with ASIC.

Clients benefit from full transparency and control, with 24/7 online access to their portfolio. This enables real-time visibility of holdings and performance — eliminating the need to wait months for reports from a fund manager or accountant.

Know more about our investment strategies

Stock Disclosure

ASX- Listed Australian Stocks:
29M.AU, ANN.AU, ANZ.AU, BPT.AU, BWP.AU, CKF.AU, CBA.AU, EVN.AU, FID.AU, FMG.AU, GOR.AU, GMG.AU, GNC.AU, HUB.AU, ILU.AU, IGO.AU, JHX.AU, MGR.AU, NAB.AU, PAR.AU, QBE.AU, RRL.AU, S32.AU, SBM.AU, TLS.AU, TUA.AU, WES.AU, WBC.AU, WHC.AU, XRO.AUX, AGL.AX, AMC.AX, BHP.AX, CSL.AX, DMP.AX, GDG.AX, WIRE.AX, ATOM.AX, MQG.AX, NIC.AX, NST.AX, ORI.AX, PDN.AX, RMS.AX, RPL.AX, SFR.AX, STO.AX, SUN.AX, VAU.AX, WTC.AX, WDS.AX, GMD.AX, CSC.AX, RIO.AX, GTK.AX, SPK.AX & NEM.AX

International Stocks:
BIDU.CN, 9888.CN, 1211.CN, 268.CN, 3690.HK, 1818.HK, 9618.CN, ENX.FR, BT.A.GB, GENI.GB, FRES.GB, 9988.HK, 2282.HK, 700.HK, 1128.HK, 1876.HK, 8750, 7011.T, 8306.JP, 8031.T, 8411.T, 3994.T, 7974.T, 8604.JP, 8308, 6758.JP, 8316.JP, 8331.T, JP.8308, HEM.SE, GRAB.SG, BABA.K, GOOG.US, AAPL.US, CDE.US, CPNG.K, FLTRF.L, SIL, URA, BZ.O, MSFT.US, SBSW.K, 2840.HK, TME, GDX, GDXJ.US, YUMC.K, Z.O, IMPUY & ANGPY