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EPM is an independent investment manager, specialising in global equities. 


Our investment approach is one of active stock selection and portfolio management.

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.

Discover EPM
Philosophy
People

 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.

Product

Long-term focus

Performance

Performance

As at 30 June 2024

 EPM 
Index*

7 years (p.a.)

12.9%

12.2%

5 years (p.a.)

11.4%

 11.9%

1 year

 15.7%

19.0%

*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  | 

+61 425 185 108  |  michael@epm.com.au

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© 2024 EPM | All Rights Reserved EPM Investment Management Pty Ltd.  ACN 166 334 827  AFSL 453311

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.

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