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In Australian Equities we manage a large cap and small cap fund strategy, each focused on their specific universe.
Our investment team is both disciplined and stable, with an average of 20 years industry experience.
We have established a consistent track record of strong risk-adjusted returns since 2012.
We believe that the most effective way to achieve true diversification from traditional markets is through actively managing portfolios, and taking a disciplined, benchmark unaware approach. The tenets of our investment philosophy are:
In addition to our Australian Large Companies Fund, Elston has established a strong track record across a range of multi-asset class managed account portfolios. Performance data, costs and platform availability can be viewed in detail on our model portfolios page.
The Elston Asset Management investment team consists of nine investment professionals who have worked together as a team for more than seven years. They are led by the four AEQ portfolio managers who are also shareholders in the business: Andrew McKie, Bruce Williams, Justin Woerner and Leon de Wet.
Elston recently won the Australian Equities category at the IMAP Awards against some of the leading AEQ investment managers in the country. This kind of recognition is no small part due to Elston’s robust and disciplined investment process, and the skill and discipline of the Elston investment team.
Meet the team
Our Process
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Elston Group - ACN 130 771 523
EP Financial Services Pty Ltd - ABN 52 130 772 495 / AFSL 325 252
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