Above the Index Asset Management Pty Ltd (ATI) [ACN 111 239 591 / AFSL 295904] was established in September 2004 as a boutique Australian equity manager, specialising in the manufacturing of long only Australian equity portfolios. ATI's investment style is premised on a ‘relative value' methodology, meaning that investments are generally purchased and held as long as they represent relatively good value.
ATI’s investment style is strongly based on the relationship between forecast earnings, relative market rating (RMR) and the current share price. The time horizon for forecast return calculations is three years.
ATI’s investment style can be characterised as:
There is growing recognition that Environmental, Social and Governance (ESG) factors may impact the value of a company. ATI as a contemporary investment manager has been improving its capacity to better understand ESG factors and enhance their integration into its investment process. ATI has adopted and is a signatory to the Principles for Responsible Investment (PRI) and has initially incorporated into its Qualitative Assessment Score (QAS) specific fundamental and quality factors that relate directly to ESG issues.READ MORE