IML is a quality and value style Australian equities fund manager with a single-minded focus on achieving attractive long-term returns for clients, with lower volatility than the market.
We use deep fundamental research to uncover high-quality companies trading at reasonable valuations and have followed this same investment philosophy ever since we were founded, by Anton Tagliaferro in 1998.
We think this helps our clients enjoy their lives, without worrying about their investments.
Our nine Australian equity funds have varying investment profiles and return characteristics to suit different investment needs.
INVESTMENT PHILOSOPHY
We are a ‘true-to-label’ value manager, with a strong focus on quality. This means that we believe a company’s share price will reflect its true value over the long term. Markets are not fully efficient, so there are times when a company’s share price does not reflect its real underlying value. These situations give us the opportunity to buy shares in quality companies at attractive valuations, then grow these investments over time.
WHAT IS A QUALITY COMPANY?
We have identified four clear characteristics that make quality companies stand out:
- A strong competitive advantage
- Recurring earnings
- Capable management
- The ability to grow earnings, and dividends, over time
In addition to this, we only invest in companies that we believe are reasonably priced.
WHAT SHOULD YOU EXPECT IF YOU INVEST WITH IML?
We have been employing the same conservative, quality and value investment style since 1998. When investing on behalf of clients, our long term objectives are:
- Attractive capital growth over the long term
- Downside protection (when the sharemarket falls your investment should fall less)
- Consistent income
- Lower volatility than the overall sharemarket
- Tax effectiveness
OUR INVESTMENT TEAM / PEOPLE
Our Investment Team has more than 200 years’ investment experience. We apply our proven investment philosophy based on fundamental, bottom-up research.
MEET THE TEAM
RESPONSIBLE INVESTMENT AND ESG
We know that environmental, social and governance (ESG) issues can have a significant impact, either positive or negative, on company performance and investment returns. We believe that incorporating ESG considerations into our investment decisions, as well as engaging with companies that we invest in to positively influence their behaviour, are important parts of our duty to act in our clients’ best interests.
WE ARE PROUD TO BE AN AFFILIATE OF
NATIXIS INVESTMENT MANAGERS
We are the responsible entity for retail managed funds and active ETFs for fellow Natixis affiliates Loomis Sayles and Vaughan Nelson, offering their global equity investment strategies to Australian retail investors.
INVESTMENT INSIGHTS & PERFORMANCE UPDATES
Subscribe to receive IML’s regular performance updates, invitations to webinars as well as regular insights from IML’s investment team, featured in the Natixis Investment Managers Expert Collective newsletter.
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