We focus on investment principles that endure over the long term, rather than chasing short-term trends.
Through rigorous research and disciplined portfolio construction, we build portfolios around each client’s goals, circumstances and tolerance for risk. The result is a considered investment approach designed to manage risk, capture opportunities and support steady progress towards what you want to achieve.
INVESTMENT PHILOSOPHY
Investing with discipline and purpose
We build investment portfolios that follow a disciplined process, based on several core beliefs:
Asset allocation is one of the most important drivers of long-term investment outcomes.
Sound investment decisions follow a disciplined, research-based process.
Risk and return are closely linked, and portfolio risk should be considered in the context of each client’s objectives and capacity for risk.
Short-term market movements are difficult to predict, so we focus on long-term outcomes rather than trying to time the market.
Diversification reduces the impact of individual risks and improves portfolio resilience.
Portfolios should stay aligned with a client’s objectives and circumstances as these evolve over time.
To support this approach, we partner with Evidentia Private, one of Australia’s leading investment consulting groups. Evidentia provides investment research, portfolio construction expertise, asset allocation guidance and fund manager due diligence, giving our clients access to a broad and rigorous research capability while we ensure every recommendation remains tailored to their individual circumstances.
We have significant expertise in private markets built through decades of relationships with fund managers, investment specialists and industry networks.
This provides eligible clients with access to carefully selected opportunities that are often unavailable to the broader market, including private equity, private credit, infrastructure and pre-IPO investments.
Our experience and rigorous due diligence process help clients access this part of the market with confidence, including opportunities to invest in exceptional businesses well before they become household names.
Your investment committee
Cameron Taylor, Matthew Oake and Chris Carrodus (CFA)
Our investment framework is overseen by the Clontarf Private Wealth Investment Committee, supported by Evidentia’s team of more than 30 investment professionals.
Chris brings extensive investment management experience to Clontarf’s Investment Committee, including 12 years with BlackRock and experience as CIO of a high-net-worth advice business. A Certified Financial Analyst (CFA), his expertise spans asset allocation, multi-asset portfolio construction and alternative investments.
This team approach means you receive personalised advice with in-depth investment research and governance.
Have a question about how this approach would apply to your goals?
Tell us a little about yourself and what you’re looking to achieve. Our team will be in touch to start the conversation.