Ellerston Capital is a specialist investment manager with a distinctive approach to portfolio construction and investment selection

History of Ellerston Capital

Ellerston Capital specialises in equity and alternative strategies. Today, we have over $5 billion in funds under management,  including separately managed accounts (SMAs), wholesale funds and retail offerings for a range of financial advisers, institutions and individual 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 stocks and designing portfolios that perform over the long term.

See our Funds

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, global long short to Australian market neutral and private equity.

Our clients include Government, industry and corporate superannuation funds, international funds as well as individual investors via leading investment administration platforms and a growing number of financial advisors.

Meet the Team

Our team of investment professionals combines wide-ranging industry experience with a strong focus on Australian and international equities.

Averaging 17 years of investment knowledge, our highly experienced team has deep expertise across Australian and international markets. But it’s our fresh thinking and differentiated approach to investment selection that truly sets us apart.

Meet Our Experts

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.

The Ellerston Proxy Voting Policy, sets out our approach to proxy voting in the context of corporate governance principles, the investment management process and client service responsibilities.

Read our Policies