Ellerston Global Investments

Concentrated global equity portfolio with a mid/small cap bias based on the highest conviction ideas from a filtered universe of securities that the Manager feels are in a period of ‘Price Discovery’. The portfolio is benchmark independent, providing true diversification to investor’s global equity portfolios.

  • True diversification for your global portfolio by accessing global companies you are unlikely to find in most global portfolios.
  • A highly experienced team with a long track record of absolute investing with over 15 years average equity investing experience.

Shares in EGI are traded on the Australian Stock Exchange (ASX code: EGI) and can be bought and sold either via your broker (including online brokers) or your financial adviser. Your broker, online broker or your financial adviser should be able to assist you with what you need.

EGI has recently announced a proposal to restructure EGI, by way of a Scheme of Arrangement.


Ellerston Global Investments Limited

Ellerston Global Investments Limited (ASX: EGI) owns a concentrated portfolio of global companies you are unlikely to find in most global equity portfolios. The highly experienced team take an active, absolute and often contrarian approach to identify opportunities in global equity markets.

The portfolio of between 20-40 securities represent the highest conviction ideas, with the most compelling risk/reward asymmetry. The investment process combines both qualitative and quantitative approaches, and is systematic and repeatable. Investment opportunities often result from catalysts including spin offs, fallen angels, management changes, corporate restructures, post IPO and embedded optionality.

Invest with Ellerston Capital

Contact Details

To find out more, contact Ellerston today.

Phone: (02) 9021 7701
Email: info@ellerstoncapital.com

EGI Share Registry

Contact Details

Phone: 1300 551 627
Address: Level 12, 680 George Street, Sydney NSW 2000
Email: egi@linkmarketservices.com.au
Web: www.linkmarketservices.com.au

Board of Directors

Ellerston Capital

Ashok Jacob

Executive Chairman & Portfolio Manager

Sam Brougham

Non-Executive Director

Paul Dortkamp

Non-Executive Director

Bill Best

Chairman (EAI) & Non-Executive Director

Meet the EGI Team

Ellerston Capital

Arik Star

Co-Portfolio Manager

Bill Pridham

Co-Portfolio Manager

Travis Duff

Investment Analyst