Idea Generation Fundamental Analysis Portfolio Construction

Portfolio Construction

To compensate for unpredictable risks, we only invest in stocks once they can be bought with a safety margin. The resulting high-conviction stock picks create fairly concentrated long-only equity portfolios that are not tied to any benchmark.

We constantly monitor the portfolios using our proprietary optimization tool to maintain upside potential and reduce risk.

Other than Macquarie Bank Limited (MBL), none of the entities noted are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

Shareholder Rights Directive
Macquarie Investment Management EMEA is currently considering whether it will adopt an engagement policy pursuant to Article 3g of the amended EU Shareholder Rights Directive (Directive 2007/36/EC). When that decision has been made, this webpage will be updated accordingly.