Pendal offers core investment management capabilities in Australian equities across a range of portfolio types
Pendal’s Australian equities team is led by Crispin Murray.
Crispin (pictured below) has more than 30 years of investment experience (including 28 years at Pendal) and leads one of the country’s biggest equities teams.
Our Australian equities portfolios are managed in a “core” investment style. That means we are style-indifferent: we invest in all types of companies without a predetermined bias.
This approach maximises our proprietary research capabilities and universe of investment opportunities, while allowing us to focus on stock-specific risk rather than style risk.
A core style enables us to deliver consistent outperformance regardless of market trends.
Using this fundamental investment process we aim to add value through active stock selection and company research.
We select stocks based on our assessment of their long-term worth and their ability to outperform the market.
Large, experienced team
Our research is performed by one of the biggest, most experienced and stable research teams in the Australian market.
Our depth of resources — along with a transparent, repeatable and accountable process applied with a demonstrable risk management discipline — allows us to create sustainable and consistent outperformance for our clients.
Our company research focuses on four key factors: valuation, financial risk, a company’s franchise and its management quality.
Our performance shows the benefits of this research platform: diversified sources of value-add obtained across a range of market conditions.
The Australian Equities team manages a range of funds to this core style, including:
- Pendal Australian Share Fund
- Pendal Focus Australian Share Fund
- Pendal MidCap Fund
- Pendal Imputation Fund
- Pendal Smaller Companies Fund
- Pendal MicroCap Opportunities Fund
- Pendal Property Securities Fund