White Paper: Investing in the fast lane - Australian small companies
Portfolio Managers, Shane Livingstone and Julian Mulcahy, highlight the potential of Australian small companies and explain why they have out performed the top 100 companies over the past decade.
Perspective: Why Australian shares remain attractive
Despite concern over ballooning US and European sovereign debt, Australian shares still remain comparatively attractive.
Client Update: Principles for Responsible Investment
Legg Mason Australian Equities is pleased to announce that it is a signatory to the Principles for Responsible Investment.
Whitepaper: Rethinking portfolios for retirement... the times are a changin'
Reece Birtles, Chief Investment Officer and Ashton Reid, Portfolio Manager, argue the burning issue of longevity risk needs to fuel a rethink of portfolio construction for retirees with a greater emphasis on income producting alternatives and equities..
Fund Highlights: Equity Income
Learn how the Legg Mason Australian Equity Income Fund is designed to solve retiree needs and deliver sustainable income.
Fund Highlights: Real Income
Find out how this investment solution delivers results in line with inflation from a unique combination of assets that includes listed property, infrastructure and utilities.
Fund Highlights: Tactical Allocation
Discover the many advantages on offer from one of Australia's longest running tactical asset allocation funds.
Small Companies: Small on size, hot on opportunity
Six reasons why the Legg Mason Australian Small Companies Trust is a hot opportunity for investors.
White Paper (Value): A Compelling Investment Opportunity
Chief Investment Officer Reece Birtles considers how the dramatic movement of valuation spreads has created a compelling opportunity for investors.
White Paper (Core): Quantitative Pitfalls, Quantamental Solutions
Portfolio Manager Matthew Lambert describes the potential problems associated with pure quantitative strategies and possible advantages that fundamental insights can provide.
White Paper (Property Securities): The wisdom of an A-REIT Angler
Portfolio Manager Ashton Reid examines the case for a dedicated allocation to A-REITs and questions the merit of global-only property exposure in balanced portfolios.
Legg Mason Australian Equities is dedicated to investing for clients. A key benefit of being part of a global asset manager is that non-investment tasks such as product management, sales, compliance, marketing and client service are managed by the parent entity, Legg Mason, Inc. This allows the 12-person investment team to focus on delivering investment performance and wealth creation to clients.
The business now known as Legg Mason Australian Equities has a history that dates back to 1954, when the merchant bank "Australia United Corporation" launched its balanced fund to Australian investors. Since then, the business has progressed under various world-class brands, including JP Morgan and Citigroup, before becoming part of Legg Mason in 2005. The multiple-brand history is a positive and differentiating part of the firm’s fabric: Legg Mason Australian Equities has been exposed like few other fund managers to the best insights from different cultures and business models.
Although the four investment strategies follow different processes, they share a common set of principles. Across all four investment strategies, Legg Mason Australian Equities seeks to:
In an asset class with an increasing choice of fund managers, Legg Mason Australian Equities seeks to distinguish itself by building a range of competitive advantages that benefit clients. Some important examples include:
Legg Mason Australian Equities has a proud history of investing on behalf of Australian clients. The client list includes government agencies, institutional funds and retail platforms. Client loyalty, which is not often highlighted in the investment industry, is not easily acquired: it's typically earned through hard work and consistent investment performance over many years.
Legg Mason Australian Equities is part of Legg Mason Asset Management Australia Limited.
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Legg Mason Australian Equities
Business Development Team
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Head of Sales ~ Institutional &Retail
T: +613 9017 8615