The founding team members, Lachlan Davis and Mark McClatchey, have worked together for more than 17 years and have built an experienced, stable team, with an average tenure of 10 years.
Our unique blend of market experience and research capability enables us to create solutions based on the knowledge of experienced practitioners as well as the latest research.
The Active Equities team has a long history of generating high-quality alpha with controlled risk, outperforming investment objectives. The team has more than 20 years' experience in quantitative and fundamental investment management in Australia and more than 10 years' experience in Asia.
Our proprietary fundamental overlay helps mitigate the pitfalls of relying solely upon a quantitative approach. The ‘Expectations at Risk’ ([email protected]) overlay identifies the key drivers of a stock’s future earnings and assesses likely earnings outcomes for each stock.
A key differentiator for IFM Investors is the philosophical alignment of our firm with the interests of its investors. Our fiduciary duties are instilled in our employees and are reflected in our stewardship of client assets. Our priority to maximise net returns closely aligns us with the objectives of our owners, many who are also our clients and invest with us on behalf of their members.
We aim to ensure that fees are fairly priced across our global product range. We seek investments that make sense on a risk-return basis for like-minded, well-capitalised institutional investors.