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 best bargains tend to be in stocks that are completely neglected by the broader market. Our approach is to analyse a range of large and smaller capitalised companies, with a view to isolating securities trading at significant discounts to their intrinsic value. Our Australian equities investment process is therefore active and valuation driven. We believe that superior investment returns can be achieved by identifying and exploiting opportunities where securities are mispriced. Every security has an intrinsic or fair value, however in our opinion; security prices do not always reflect their fair value.

“Boutique” investment service

We are in a unique situation to be able to serve our clients with what we consider to be the best of both worlds – in house and external research. From our close relationship with the Fat Prophets analysts in Sydney, and around the world, we have access to in-depth expert opinions on a day to day basis for both economic and company specific news. We also have the freedom to generate ideas for clients from external relationships and we believe in finding the best ideas for our clients within the whole market, not just from our own team. We spend our day looking for ideas to bring to you, while you are busy doing your day job or enjoying 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

Managed Account Service provides a diversified, actively managed portfolio for clients. Our comprehensive tax reporting assists in ensuring that SMSF Trustees remain compliant with ASIC requirements. 24 hour a day access to your portfolio is provided, so you may view your investments at any time, rather than having to wait for reporting from your fund manager or accountant months down the track.