Founded in 2016
Founded in 2016
A boutique funds management business that is highly aligned with its investment clientele. Equitable Investors is focused on delivering total returns to investors without regard to sharemarket indices.
Embedded Files
Why Equitable exists
Why Equitable exists
Access to experienced investment thinking that recognises the underlying nature of business is aligned with longer-term thinking than competing on the next monthly performance report allows.
How we invest
How we invest
A process based on fundamental, bottom-up analysis and ongoing, constructive dialogue with businesses. We will look to assist investees where we can in maximising shareholder value.
Martin Pretty, CFA
Fund Manager
Martin Pretty, CFA
Fund Manager
25+ years experience in financial markets. Previously Thorney Investment Group, Investorfirst (Hub24), Bell Potter, Australian Financial Review, InvestorWeb.
Tony Smith
Fund Manager
Tony Smith
Fund Manager
40 years in the Australian market; former country director of Phillip Capital (Austock) and portfolio manager of SMA at Phillip, Shaw Stockbroking and Cashel Family Office; experienced listed company director.
Nick Smith
Analyst/Dealer
Nick Smith
Analyst/Dealer
10 years in the education and energy industry across analytical, client management and
sales roles.
Jackson Gomezel
Assistant Analyst
Jackson Gomezel
Assistant Analyst
Jackson is entering the worforce with Equitable after finishing his Business degree at Deakin University.
Our Trusted Partners
Our Trusted Partners
Custodian
Custodian
Equitable Investors uses an external custodian, Sandhurst Trustees Ltd, to hold all assets for the Fund. Sandhurst is a wholly owned division of Bendigo and Adelaide Bank Ltd.
Administrator
Administrator
Fund administration functions are undertaken by William Buck Managed Funds Administration (SA), an Adelaide-based boutique that provides services to retail and wholesale funds.
Report abuse