Directors own the business, creating alignment and motivation. Our business is built on delivering client outcomes.
Experience – Breadth and depth, we are highly experienced fixed income investors.
Focused with diverse strengths, we are focused on Fixed Income Markets.
Team-oriented – Support but also robustly challenge.
Specialist Boutique – Highly focused on delivering outcomes in Fixed Income Markets for clients.
Investment led – We are not focused on gathering FUM, we are focused on outcomes.
Strong personal, client relationships that have been built over decades, our clients are our partners.
Contrarian – Mindset is aligned with market behaviour.
Opportunistic – React to market structure changes and liquidity flows in fixed income markets for the benefits of our clients.
Comprehensive quant tools – Informs investment judgments producing a systematic foundation for our investment decisions.
Absolute return oriented.
Capacity managed to maximise outcomes.
Fair pricing for results.
The Zenith Fund Awards were issued on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.