James McDonald

HHIM is an active, value-driven, medium- to long-term manager which constructs portfolios composed of Australian and international equities. They seek to invest in growth stocks which are valused less than their intrinsic value. They primarily invest in small and medium-sized manufacturing service and distribution businesses. The firm bases their global stock-picking process on fundamental research and analysis. They first perform a systematic quantitative analysis of stocks, followed by a qualitative assessment of those which seem to be undervalued and have attractive growth potential. As an ethical investor, HHIM does not invest in businesses which are involved in activities harmful to people, animals or the environment.

Provides fund management services

Provides fund management services

Pengana Capital is an active, fundamental research-oriented boutique investment manager which specializes in global and Australian equities, with distinct investment strategies that aim to deliver superior risk-adjusted returns to investors.

HHI-UK is an active and risk-averse investment manager with a medium- to long-term outlook, following a value-oriented investment approach. The firm invests in international equity with a focus on Australia and New Zealand. They aim to identify undervalued shareholder-conscious companies with high returns. HHI-UK's research process consists in analyzing primary sources such as financial statements, complemented with interviews of industry participants. The firm considers secondary sources such as sellside and press reports to be less reliable. They first perform in-depth financial analysis on potential investment candidates and draw integrated medium-term forecasts. The firm then gathers qualitative information from publicly available sources, market research surveys and interviews with management, customers, competitors and suppliers. Portfolios are focused and favor small- to medium-sized companies in sectors such as manufacturing, services and distribution. The Hunter Hall group is strongly committed to ethical investing, and avoids companies deemed to be involved in activities harmful to people, animals or the environment. They screen out companies deriving revenues from the sale of arms or tobacco, gambling, factory farming, destruction of the environment and uranium mining, but may invest in businesses involved in mining, alcohol manufacture and commerce, and in businesses which use animal by-products. Labor standards are not considered determinant criteria.

Provides investment management services