Oracle Emerging Companies Portfolio
The Portfolio provides investors diversity by investing in a range of small and medium sized stocks listed on the ASX.
The Oracle Managed Account Wholesale Series has been designed to be accessed via HUB24 Super only.
Oracle’s Emerging Companies Portfolio provides investors diversity by investing in a broad portfolio of small- to mid-sized companies listed on the ASX. Using a high-conviction, fundamental analysis, we hand-pick stocks outside of the top 100 that we asses as poised for rapid growth and trading at a reasonable valuation.
Suits investors seeking smaller company exposure which potentially offers higher growth prospects, but also carry a higher risk than larger companies.
Aims to provide investors with long-term capital growth and tax effective income where possible. The portfolio aims to outperform its benchmark over a period of 7 years or longer.
The strategy is to provide investors with exposure to smaller Australian shares by using a bottom-up stock selection process focusing on buying quality securities at reasonable prices with strong growth prospects.
At Oracle we fundamentally believe that sustainable earnings growth drives stock prices over the medium to long term. Finding these opportunities at a reasonable valuation is the key to superior returns over time.
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Oracle Investment Management is a boutique investment manager that provides innovative investment solutions for individuals, families and superannuation funds that are seeking to build their wealth.
We specialise in the active management of equity and fixed-income portfolios that can be tailored to individual circumstances.
At Oracle, we follow an active, high-conviction investing philosophy combined with a bottom-up growth investment process.
The Oracle team applies growth, quality, and valuation tests to companies while positioning their investment style towards quality businesses that display sound growth opportunities.
We look for great businesses, with enduring competitive advantages that are trading at a discount to our calculation of intrinsic or fair value.
We focus on the long-term prospects of the businesses rather than the day-to-day gyrations that occur in the market on a regular basis. Our experienced investment team have developed a proprietary approach to scouring the markets for the best investment opportunities, with the aim of providing investors with consistently superior investment returns.
Peter is the founder and Managing Director of Oracle Investment Management and heads the Oracle investment committees.
Peter has over 35 years of experience in the financial services industry. In addition to equities research and portfolio construction, Peter has a sound understanding of income-bearing instruments, superannuation and financial planning.
Peter has spent 31 years with Morgans Financial (previously RBS Morgans, ABN Amro Morgans). Peter has a passion for investment research and portfolio construction.
Peter holds a Bachelor of Commerce from the University of Newcastle and has a diploma in Financial Services.
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://oracleag.com.au/, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
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The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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