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OUR INVESTMENT APPROACH
CONTACT FIVE OCEANS
ASSET MANAGEMENT

Level 10,
255 Pitt Street
Sydney NSW 2000

Phone + 61 2 9994 7490
Fax + 61 2 9994 7654
Email info@5oam.com
HOW WE INVEST

Our philosophy
Five Oceans believes in a concentrated, non-index approach to building portfolios of listed global companies. We formulate these portfolios using these philosophies:

  • We look to buy good businesses at a good price.

  • We will predominantly use hedges and short sell positions to protect the portfolio and reduce volatility.

  • Over the long term, we consider that superior risk-adjusted returns are generated through an emphasis on high conviction stock selection and attention to capital protection rather than by following a share index.

  • We believe in valuation analysis that can provide a different view from the market on either a company's profitability or growth. Our stock research is the key generator of insight at both the stock and portfolio level.

  • A function of our team depth and investment process is our ability to pursue global investment opportunities.

  • Five Oceans builds portfolios through selecting global companies based on extensive fundamental research undertaken by an internationally experienced investment team that are combined in a thoughtful way to manage risk.

  • We seek to gain critical insight by engaging outside the finance industry with a network of non-standard research providers, industry experts and thought leaders.

  • We also believe that an understanding and management of sustainability criteria is critical to a company's well being and a good barometer of management.