Investment style

At Huljich Wealth Management, we believe that excellent long-term investment performance can be achieved for our investors by identifying high quality growth assets at attractive prices. These assets are often undervalued in the marketplace because of a lack of research and knowledge or because investor sentiment and emotions frequently drive investment decisions.

Our experienced investment team conducts macroeconomic analysis on a continuous basis to identify those sectors which we believe will outperform the market. We then undertake thorough fundamental analysis on individual equities, property and infrastructure assets, fixed interest and cash securities within those outperforming sectors to identify investments with the best growth characteristics and underlying value.

When analysing companies, we make sure we understand the business model - in particular how sustainable and competitive it is - and we place a large emphasis on the calibre of the management team. We spend a lot of time and energy talking with management, inspecting their operations, researching the market and assessing competitors. We use this information to develop a three year earnings model to evaluate the financial health of the company, future earnings and dividend potential.

Once we have established that the target company has exceptional prospects, our analysts perform a thorough price valuation, focusing on discounted 'free' cash flow analysis, relative value in relation to its peers and industry group, and a sum of the parts valuation to determine the fair market value of a company's individual business units.

Our preference is for the leaders and emerging leaders in each outperforming sector of the market.

We actively manage all our portfolios to help maximise returns and protect our investors' capital while maintaining a comprehensive system of risk control and compliance. By combining in-depth fundamental research, thorough valuation and technical analysis, we endeavour to construct portfolios of high quality growth assets at attractive prices, which we believe will outperform the market. We also capitalise on the knowledge, experience and relationships of our board and senior management to gain valuable investment insight.

Our independence and personal investment in the funds align our interests with those of investors and remove any bias. We are investors who will follow our conviction in seeking only those assets that we believe will outperform the market.