SSEF Investment Process

Sigma Select Equities Investment Process.

Broad cap value investing with Conviction

The portfolio is focused on the Top 250+ companies listed on the Australian Stock Exchange and aims to outperform the S&P/ASX 300 Accumulation Index by 5% per annum over rolling 3-5 year periods. Exposure to stocks outside of the S&P/ASX 100 companies will range from 0%-25% of the portfolio. The portfolio may holding up to 25% in cash to actively protect investors' capital where equity market opportunities are unattractive.  
Sigma Select Equities Investment Process
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