James Hamilton Stewart McBeath

ClearLife Capital is an absolute return-focused style agnostic investor which aims to deliver risk adjusted, absolute returns across a broad range of market environments. Their research framework encapsulates both micro and macro-economic analysis. The firm’s philosophy is capital preservation.

Paradice is an active, medium- to long-term manager which employs a bottom-up approach including qualitative and quantitative analyses to invest in small, mid, large and global equities. They invest globally but have a focus on Australia. The firm aims to buy shares which they believe are underpriced and expect to grow at rates greater than the market, favoring well-managed, good value companies that have significant growth opportunities due to competetive advantage. Paradice's company visitation program utilizes proven valuation techniques and models including Price to Earnings, yield, free cashflow, discounted cashflow, EBIT, sales margin, revenue and profit growth half by half, enterprise valuation multiple, interest coverage, return on assets, return on equity and return on incremental capital employed. In addition, they assess potential companies' financial statements, the industry in which they operate, their market position, comparative advantage, business strategy, operating systems, the quality of their Board and management and whether the key drivers of the business are sustainable.

Northcape Capital takes a long-term approach to investing and believes that superior investment performance relies on high quality fundamental investment research, good judgement, constructive debate and experience. Their focus is on constructing a portfolio of carefully selected, high-quality businesses that delivers resilient and sustained long-term performance for clients.