Portfolio Partners

We’re an Australian funds management company responsible for managing approximately $9 billion on behalf of retail and institutional clients. Since our inception in 1994, we have developed an excellent reputation as a leading specialist in the active management of Australian equities, fixed income and listed property.
 
Our dynamic culture, coupled with the quality of our investment team, allows us to deliver a compelling range of core and specialised investment solutions.
 
An agile alpha manager, Portfolio Partners leverages a unique combination of size and dynamism to explore niche, high value investor opportunities both in Australia and abroad.   Our approach suits a changing global market where, increasingly, investors seek highly specialised ‘satellite’ managers to perform in their portfolio.

We specialise in managing funds in the following asset categories:

• Australian Equities
• Long/Short Australian Equities
• Emerging Shares
• Sustainable Investments
• Listed Property 
• Concentrated Portfolios
• Australian Resources
• Dividend Focus Fund
• Fixed Interest

2007 was another strong year for Portfolio Partners. Ninety-three percent of our equity funds under management beat their benchmarks – and two thirds by 3% or more.

Our reputation is built on our considerable investment management experience and our ability to provide unique insight into the Australian market. The key decision makers within our investment team have spent an average of 15 years in the industry - researching the Australian market and applying their best ideas to our clients' portfolios.

Portfolio Partners is part of one of the world's largest financial services groups. We are wholly owned by London based Morley Funds Management Group, which is part of the international investments and insurance group Aviva plc. Morley is a global investment management business with over 30 years experience in the major asset classes.  Visit Morley Funds Management here. 

Portfolio Partners – adding value through experience and insight

For more information, download our corporate profile
Read more about our approach to investing in Australian equities
Read more about our approach to investing in Fixed Interest