Oracle Global Equities Portfolio
The Portfolio gives investors exposure to international markets by investing in a diversified portfolio of companies listed on foreign stock exchanges.
The Oracle Managed Account Wholesale Series has been designed to be accessed via HUB24 Super only.
Oracle’s Global Equities Portfolio provides investors with unique exposure to some of the largest, most profitable, and fastest-growing companies in the world. Using our proprietary screening methodologies, we scour world indices for companies riding secular tailwinds, and experiencing growth, while also trading at a reasonable valuation.
It has an investment universe of primarily large-cap international securities listed on major international exchanges.
The portfolio may invest in listed ETFs.
To use active bottom up stock selection, focusing on buying quality securities at reasonable prices. The securities are assessed as meeting our investment criteria of strong earnings growth and as likely to provide attractive returns to investors.
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.
Click here to view our Portfolio Update.
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.
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Johan is a portfolio manager at Oracle Investment Management and manages the international portfolio.
Johan has over 30 years of experience in the financial services industry, having worked in South Africa as a sell-side analyst covering Technology, Electronics, Engineering & Media sectors across EMEA. More recently in Australia, he has managed a wholesale global equities fund and research of Australian small & micro caps.
Johan has a passion for fundamental research and portfolio construction. He holds a Bachelor of Engineering (Honours) and Masters in Commerce from the University of Johannesburg, and a Diploma in Introduction to Corporate Governance from the University of South Africa. He is embarking on Certificate in ESG investing.
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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