Legg Mason Australian Equities is an Australian equities fund manager specialising in a range of investment strategies: Value, Core, Property Securities, Small Companies, Equity Income, Real Income and Multi-Sector. The Australian fund manager is owned and backed by Legg Mason, Inc., one of the largest asset management groups in the world.

 

Latest News

 

  Legg Mason acquires Martin Currie   
LMAE becomes part of acquired entity.

  Investment Perspective: Rethinking portfolios for retirement    
Back in 1964 Bob Dylan famously penned “The Times They Are a-Changin” as an anthem of change for the moment. Intended then as a feeling rather than a statement, in many ways his words are as appropriate today as ever; particularly as Australia’s baby boomers begin to move into their next life cycle..

  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.
 

  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.

 


 

What we do

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 14-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.

What are the key principles of the investment approach?

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:

Competitive advantages can make the difference

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:

We work for our clients

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.

Latest Production Information

 


Contact Information

For further information relating to 
Legg Mason Australian Equities 
please contact:

Business Development Team
T: +613 9017 8600

Beau Titchkosky

Head of Sales ~ Institutional &Retail
Director

T: +613 9017 8615

Email: btitchkosky@leggmason.com

Will Baylis                                                 

Client Portfolio Manager                

T: +613 9017 8671                               

Email: wbaylis@leggmason.com