AvSuper’s Investment Committee is pleased to introduce two new investment managers, Martin Currie and GMO, to the Fund’s investment portfolio following a comprehensive review and due diligence process.
Martin Currie is a specialist investment management business. From their headquarters in Edinburgh, they will manage a portion of AvSuper’s emerging markets equity portfolio. The manager’s investment thesis includes a belief that market inefficiencies can be exploited to maximise risk-adjusted returns. They provide a high-conviction, stock-focused portfolio driven by fundamental research.
GMO has also been appointed, and will manage a portion of AvSuper’s Defensive Alternatives portfolio via the GMO Multi-Strategy Trust. The Trust uses numerous underlying excess market (alpha) generating sources and seeks to achieve its investment objective with low volatility and correlation to traditional market indices.
We look forward to both managers’ contributions to AvSuper’s strong long-term investment returns for our members.