Why Invest with Menninger?
As one of Australia’s leading independent wealth managers, we advise on exclusive global investment funds for our Investment Partners, which include: affluent individuals, private families and for-purpose organisations who all share our unequivocal long-term value investment philosophy.
Our investing edge is twofold:
1) a true long-term orientation and
2) the flexibility provided by our uniquely broad investment mandates.
We believe in order to achieve exceptional results we must differentiate ourselves from the crowd by investing differently; we believe that these two distinct points of difference will continue to enable us to do just that.
Our Investment Process
We believe that process is the only factor anyone can completely control in an endeavour.
Time is precious and best spent wisely. We organise our research efforts into Opportunity Sets, primarily where there are forced sellers or absent buyers. Our Opportunity Sets are where we believe we will find pockets of low risk returns.
As investors we don't have to swing at every pitch and part of our investment process is maintaining a watchlist of high quality companies that we monitor.
Our view is that an investor is better off knowing a lot about a few investments than knowing a little about numerous holdings.
Our very best ideas are likely to generate higher returns for a given level of risk than our hundredth best idea.
We will invest in only 10 to 30 investments, which creates high active management and prevents closet indexing.
Over a full business cycle of 5 to 7 years, we strive to outperform the major equity markets by not looking like them.
We are an independent investment manager with no conflicting strategies.
We can make investments that are currently unpopular and may fluctuate significantly over the near term, but have a high-return potential over multiple years.
We fish where the fish are.
We invest where there are opportunities, unconstrained by asset class or geography.
Where exceptional value opportunities emerge, we will evaluate them.
Our investment partners enjoy profits from exceptional opportunities outside of the conventional hunting grounds.
Our Partnership Approach
We are driven by our passion to be a partner of world class businesses. As a partner, we act in a constructive manner to support management teams and boards in creating long lasting shareholder value.
For our private company investments, we typically join the existing board and have an active level of engagement with the business and management team. We support our private companies in a variety of ways and adapt the nature of our support to the specific needs of each business.
For our public company investments, we simply remain committed long-term shareholders who cheer on the management team and board from the side lines. In some circumstances, we may play a more active role similar to our private company investments; this active role can take varying forms.
The result of Our Partnership Approach, over time, is that we develop a deep relationship with the management teams and boards of the companies we invest in. Our approach aligns interests, creates trust and is repeatable. We have acted as a sounding board on matters from developing corporate strategies to major transactional events such as mergers and acquisitions, capital raisings and bank re-financings.
Please refer to Our Corporate Capabilities section below for more details.
Why Engage with Menninger?
We provide independent financial and strategic advice on a variety of corporate finance issues, including:
Mergers & Acquisitions and Amalgamations
Divestments & Demergers
Capital structure and dividend policy
Benchmarking & business optimisation
Equity capital markets
Debt restructuring and finance
We have a selection of contacts within independent advisory firms in Asia, North America and Europe which affords you, our client, the benefits of an international network with unrivaled local financial intelligence.
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