+61 2 8256 3777       Level 3, 2 Martin Place, Sydney NSW 2000      ppm@ppmfunds.com

A distinctive long term approach

For over 25 years PPM has managed funds with a distinctive long term approach that has set us apart. Our Individually Managed Account (IMA) and Separately Managed Account (SMA) solutions enable our clients to access our investment management expertise and proven track record in building and managing Australian and International equities portfolios.

PPM understands that what each client needs is individual.

PPM’s IMA and SMAs are simple and transparent, with each client retaining the benefits associated with direct ownership. PPM’s premium IMAs enables our professional investment management services to be tailored to meet each client’s individual tax, income and investment requirements. We will build and manage a bespoke portfolio for you.

PROVEN PERFORMANCE

Our Portfolio Managers are focused on preserving capital and growing the earnings of our clients portfolios through market cycles by building and actively managing our clients bespoke concentrated portfolios of 20-25 companies.

EXPERIENCED TEAM

PPM’s dedicated investment management professionals have a time tested investment capability extending plus 20 years. PPM is managed and majority owned by its employees and founding members, who invest alongside our clients.

PREMIUM CUSTOMER SERVICE

PPM provides a premium tailored client servicing experience. Our individual client focus means that each client has direct access to PPM and their portfolio manager.

OUR PORTFOLIO CONSTRUCTION

Initially our portfolio managers seek to identify thematic trends in the market – to provide a top down filter. We seek to identify those themes that will filter the stock universe to identify sectors and companies that will benefit from that theme. Once a sector or asset class is identified, we employ a rigorous bottom up stock selection process to identify our preferred stocks.

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Our Investment Philosophy

We provide attractive portfolio returns with consideration given to protecting our clients’ capital through market cycles. Underpinning this philosophy is a research driven process that targets attractive long-term themes and the companies that are best positioned to take advantage of them.

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News & Insights

PPM is a boutique investment manager focused on generating superior long-term, tax effective returns.

Phone: +61 2 8256 3777
Email: ppm@ppmfunds.com

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The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

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