Founded on discovery

Managing money since 2002, we aim to do one thing exceptionally well: grow and protect our clients’ wealth through investing.

History

As a firm majority owned by its principals and employees, our clients’ objectives are our objectives. Ellerston Capital has been managing money since 2002. Our clients include sovereign wealth, industry and corporate superannuation funds, international funds, family offices and high net worth investors.

As a dedicated investment manager, we aim to do one thing exceptionally well: grow and protect our clients’ wealth through investing. We are passionate about creating value for our clients by identifying outstanding investment ideas and designing portfolios that perform over the long term. Our Funds target a diverse range of strategies including, but not limited to, long only Australian, global and Asian equities, Australian and global long-short equity and private equity.

Investment Philosophy

Our investment approach is designed to focus on opportunities the market may have overlooked – exploiting inefficiencies by identifying stocks that are temporarily misunderstood and fundamentally mispriced.

Our Funds target a range of strategies, from large and small capitalisation Australian equity, Australian and global long short and private equity.

Responsible Investing

Ellerston is a signatory of the Principles of Responsible Investment (PRI) and a member of the Responsible Investment Association of Australasia (RIAA).

Ellerston’s Responsible Investment Policy, details our approach to implementing Responsible Investing, inclusive of our proxy voting and company engagement process.

Our Stewardship Report outlines our proxy voting activities for the last financial year and provides examples of companies that Ellerston has engaged with throughout FY 2023-2024.

The latest Ellerston Listed Equity Holdings can be found here.