Flagship Equities Portfolio — HG PORTFOLIOS

HG Flagship Equities Portfolio

stock-1863880_1920.jpg

The HG Flagship Equities Portfolio is a transparent, fully managed investment solution with a share investment strategy focused on capital preservation and long-term returns above inflation.

Quality Value Growth Circle Graphic.png

Investments aim to display the following characteristics:

The Portfolio Investment Philosophy

  • The portfolio will have a high focus on Australian and International shares and property and will typically be positioned between 80% and fully invested in these asset classes.

    Seeking to preserve capital, the portfolio does have the ability to hold high cash or defensive asset classes at times of poor risk and reward dynamics.

  • Predictable, free-cash-flow generative businesses

  • A sustainable competitive advantage and/or structural tailwinds

  • High quality management and strong balance sheet

  • Companies that trade at a compelling discount to intrinsic value

What are you invested in?

This portfolio is designed for Australian investors who:

  • Are seeking the potential for capital growth and income from a portfolio of listed Australian shares for at least 5 years.

  • Are comfortable with a return and risk outcome that may be quite different to that of the benchmark index.

  • Want to access a professionally managed investment portfolio that is well diversified across Australian companies that exhibit desirable fundamental quality and/or value characteristics.

Who is the Portfolio Manager?

HG Investment Management Pty Limited is the Portfolio Manager of several investment portfolios, including the HG Flagship Equities Portfolio. HG Investment Management is part of the HG PORTFOLIOS Services group, an Adelaide based, boutique PORTFOLIOS services business with advisers who have been providing PORTFOLIOS solutions to small business owners, families and high-net-worth clients for over fifteen years. The group specialise in portfolio construction, asset allocation and investment management with a focus on equities. HG Investment Management is advised by the experienced investment professionals that comprise its Investment Committee.

Platform - Macquarie

How is the portfolio managed?

We invest your money with the following core philosophy:

QUALITY

Our fundamental approach to making individual investment decision determines the quality of an investment. We look to own investments that display the following characteristics:

  • predictable, free-cash-flow generative businesses

  • a sustainable competitive advantage

  • high quality management and strong balance sheet

Icon_Quality.png

VALUE & GROWTH

The potential for return is greater and loss is lower if you purchase investments that are currently overlooked or underappreciated by other investors. Yet we recognise that value can take significant time to be recognised and seek to invest with thematic tailwinds that enhance the change of high ongoing risk adjusted investment performance.

Icon_Sub_Set_Pref.png

RESILIENCE

Our focus on quality, ability to hold cash, and capital preservation typically results in a portfolio of companies that is more resilient to losses in times of market uncertainty.

Icon_Diversification.png

DIVERSIFICATION

Strong diversification means you are less exposed to the risks of investing when your money is spread across a mix of different industries and sectors. Too much diversification can mean you are not focusing on your core investment principals. We aim to own between 15 and 30 quality investments at any time.