How we Invest

Investment Philosophy & Style

Fairview’s investment philosophy is based on the belief that the smaller companies segment of the market provides the greatest opportunities for identifying mispriced securities. This is because many of these companies tend to be under researched and therefore have the potential to offer investors significant upside.

Our Investment Process

Move the mouse over the numbered steps for details.

Core - we are a core active investment manager with a disciplined, multi-faceted strategy for stock selection.

Research - we visit approximately 10 companies a week. We believe company and industry contact is the key to gaining insights within the smaller companies’ space.

Conviction - we have a disciplined investment process to determine the most compelling opportunities.

Expertise - our highly collaborative approach to investing involves robust peer review that seeks to fully utilise the extensive experience and resources of the investment team.

Management - appropriately stringent risk controls are in place to help optimise investment performance objectives.

To find out more please refer to our Manager Profile.