Pendal profile: Meet our trusted Australian equities team

In this video, explore the opportunity set in Australian equities through the eyes of one of the country’s biggest and best-resourced equities teams

An excerpt from the team’s interview

AT the heart of investing in Australian equities is a belief in Australia itself.

In this video, hear more about the opportunity set in Australia through the eyes of the Pendal Australian equities team – one of the biggest and best-resourced teams in the country.

According to Crispin Murray, head of equities at Pendal, Australia is not only one of the fastest-growing economies in the developed world – it’s also home to strong institutions, well-run companies and a government with a strong balance sheet.

“Put all that together and you have a market full of opportunities and the potential for strong returns,” Crispin says. “That means it’s a really good part of any diversified portfolio.”

Investing in the Australian market can offer a trifecta of benefits, adds analyst and portfolio manager Elise McKay.

“In Australia, you get income, growth, and diversification,” she explains. “Plus, we have some world-class growth companies – if you can succeed in Australia, you’re well-placed to scale globally.”

However, staying abreast of the opportunity set, navigating market cycles and selecting the best stock ideas calls for the knowledge, skills and research power of a well-resourced team.

Pendal’s 19-strong equities team hail from all walks of life – supporting a diversity of thought that underscores their understanding of industry, sector and business performance through various market cycles. 

“We have one of the biggest active Australian equities teams in the market, and we do that very consciously,” explains portfolio manager Brenton Saunders. “We want to understand all the opportunities and have very dedicated coverage across each sector of the market.”

By “acting like business owners”, the team can also harness their knowledge of business fundamentals to get the inside track on the challenges companies face in each environment and the solutions they can offer shareholders.

“We task ourselves with making money in any and every environment,” says co-portfolio manager Lewis Edgley. “The way we do that is having a very good fundamental understanding of the businesses that we’re investing in. And when we get that right, we can identify mispriced opportunities and exploit them.”

Get to know our portfolio managers better in these individual profile videos:

Crispin Murray, head of equities
Elise McKay, analyst and portfolio manager
Brenton Saunders, portfolio manager
Lewis Edgley and Patrick Teodorowski, co-portfolio managers

About Pendal

Pendal is a global investment management business focused on delivering superior investment returns for our clients through active management.

Pendal’s Australian equities team is one of the most experienced and well-resourced equities teams in Australia. 

Contact a Pendal key account manager

Find out more about Pendal’s Australian equities capabilities