EPM is an independent investment manager, specialising in global equities.
Our investment approach is one of active stock selection and portfolio management, in contrast to the passive approach of index investing.
Philosophy
Identifying and understanding change
Focus
We target companies best prepared and positioned for change, investing in those undervalued by the market.
Diversification
The EPM Portfolio, while concentrated, is diversified. It is managed to protect our invested capital and provide attractive, long-term returns.
Partnership
Your Portfolio Manager has a meaningful investment in the EPM Portfolio. More than an investment manager, in EPM you have an investment partner.
People
Michael Leonard BBus (UTS), CA
MANAGING DIRECTOR
Michael began his investment career in 2002 as an institutional stockbroker, prior to this he was an auditor with KPMG and is a qualified chartered accountant. Michael has extensive experience as a professional global equities investor both in New York and Sydney.
Diverse by design
Portfolio
Concentrated*
Balanced for dividends &
capital growth
Cash holding
0 - 10%
No borrowing,
no short selling, no derivatives
Income reinvested or distributed annually
* Approximately 15 stocks with a market value typically greater than US$ 10 billion.
No stock greater than 10% of Portfolio value.
Long-term focus
Performance
As at 31 March 2024
EPM
Index*
7 years (p.a.)
14.4%
12.7%
5 years (p.a.)
12.5%
12.8%
1 year
25.7%
26.5%
*MSCI All Country World Net Index in A$
EPM performance is net of fees, pre-tax and assumes the reinvestment of dividends.
Past performance is not a reliable indicator of future performance.
EPM Investment Management
Level 40, 2 Park Street, Sydney NSW 2000 Australia |
+61 2 8599 2500 | Email EPM
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The information on this site is intended to be general in nature and is not personal financial product advice. Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. Before acting on any information you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular. you should seek independent financial advice and read the relevant disclosure statements or other offer documents prior to making an investment decision (including a decision about whether to acquire or continue to hold) about an EPM financial product or service.