Reece Birtles
Active equity manager, Martin Currie Australia, part of the Franklin Templeton group, has launched the Martin Currie Australia Active Insights strategy.
The Active Insights strategy uses a unique process to capture outperformance through fundamental insights, without taking on unnecessary style, factor or sector risk that is not rewarded by returns relative to the market.
Reece Birtles, Chief Investment Officer, Martin Currie Australia says: “Unlike ‘traditional’ quant and passive funds that rely on backward-looking signals, this strategy utilises Martin Currie’s forward-looking and, on the ground, fundamental insights. This analysis is undertaken by our 18-strong investment team with 20 years on average of industry experience.
“Our team also captures our best of breed in-house fundamental ESG analysis, engagement and proxy voting, which is also integrated deeply into our investment process and portfolio construction.
“We believe that responsibility for day-to-day active ownership activity lies directly with those who know the companies best – our experienced team of research analysts and portfolio managers.
“This deep industry experience of generating ‘active insights’ can be translated into portfolios that can truly manage style and factor bias, in a way that cannot simply be replicated by systematic, smart beta strategies.
“The result is a highly diversified and unique strategy that can achieve a balance between alpha, tracking error and turnover, and can also be customised for differing client risk budgets and time horizons.”
The Active Insights strategy is well suited to the Your Super Your Future (YSYF) world of regular performance testing and is also available as a focused SMA for a direct investor seeking an actively managed alpha-driven portfolio.
Martin Currie currently manages over A$31 billion in assets under management, and A$8 billion in Australian equities (as of 30 June 2022).