About Us

Since 20021, the team has been delivering superior returns for individual and institutional investors

Ellerston Capital specialises in equity strategies. Today, we have over $5.1 billion in funds under management (as at 28 February 2017) – 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.

Why Ellerston Capital?

Distinctively contrarian, high conviction, benchmark independent investment management

We aim to achieve superior long-term results through a high conviction investment style underpinned by rigorous fundamental bottom-up stock selection. Our core funds are benchmark independent — instead of shadowing indexes typically dominated by a few large companies and sectors, we seek to identify opportunities and invest in stocks we believe are mispriced or misunderstood.

Experience

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.

Targeted opportunities

We offer targeted strategies which focus on Ellerston’s distinctively contrarian investment approach. This includes large and small capitalisation Australian equity, global long short, Australian market neutral and private equity.

Aligned with your interests

Because we are majority owned by our principals and employees, we believe that our objectives are aligned with our clients’ interests.

 

1 Ellerston Capital was not formally established until 2004. From 2002 to 2004 funds were managed as part of Consolidate Press Holdings Group ( CPH).