Investment specialists in quality Australian equities
QVI Asset Management (QVI) is an investment manager dedicated to the active management of quality ASX equities portfolios.
As a founder-led investment manager, our team is invested directly alongside clients, signalling an enduring commitment to accountability and alignment in mutual pursuit of long-term investment returns.
Who we are
Committed to active, long-term value investing.
At QVI we understand the importance of investing for all market conditions.
That’s why we are committed to investing in quality companies through a value-oriented lens. We know that in order to reach our financial goals, careful and comprehensive planning must be paired with a strong belief in, and understanding of, the durability of our investment strategy.
QVI’s investment philosophy is paramount, and it enables the long-term view that we consider an essential precondition to successful equities market investing.
As a founder-led investment firm, we retain the independence of mind to prioritise the interests of our clients and concentrate on building lasting partnerships to pursue successful investment performance. We provide access to a strategy that represents a selection of thoroughly researched best-ideas, with a focus on high-quality small-cap ASX industrial companies.
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Charting a course of resilience through market cycles.
QVI shares the same goal as our clients: to grow our wealth over the medium to long term.
Our stock selection process targets balanced portfolio construction with a spirit of boldness, rooted in harnessing the entrepreneurial drive underpinning growing companies, tempered by a determination to responsibly navigate market volatility. We do this by investing in quality companies at reasonable valuations, with more resilient earnings compared to the general market.
We regard effective risk management as fundamental to good equities portfolio management, which is guided by the experience and values of our team as much as the strength of our investment process.
QVI’s objective is to establish and maintain an equities portfolio that provides exposure to a carefully managed portfolio of ASX-listed companies with the strongest potential risk-adjusted returns.
Our process is built upon our team’s passion and curiosity for the workings of companies and the broader economy. Our analysts are dedicated to finding companies that align with the characteristics that we believe support long-term value creation.
Investment Process
Capable & Aligned Management
Evaluation of management capability and track record points to strong potential of execution and delivery as well as focused decision making in line with the core capability of the business
Sustainable Competitive Advantage
A clear and extended competitive advantage horizon can be identified which makes sense and can be defended or expanded
Defensive Earnings Growth
Detailed financial analysis indicates that company earnings are durable and offer reasonable upside underpinned by a sensible corporate strategy
The QVI Opportunities Trust is an Australian wholesale (unregistered) managed investment scheme that invests principally in the securities of ASX listed small-cap companies (those outside the S&P/ASX 100 Index), with the objective of generating returns in excess of the S&P/ASX Small Ordinaries Accumulation Index over the long term.
The Trust typically holds a portfolio of 20-50 companies that have been identified as quality businesses trading at reasonable prices, which also align with the characteristics sought by our comprehensive research process. The Trust provides access to the experience, knowledge, philosophy and process of the investment team.
The Trust’s portfolio has delivered strong returns for unitholders since inception, and we invite you to consider investing alongside us.
Get Started
How to invest.
The QVI Opportunities Trust is a wholesale fund that is open to all types of investors.
These include individuals, superannuation funds and family trusts/companies, as well as professional investors and family offices, provided in each case that the investor is a wholesale client, as defined in the Corporations Act 2001 (Cth).
Invest with us
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Invest with us
Please get in touch by completing the form to obtain further information and arrange a discussion with the Manager.
Contact us
To find out more about investing with QVI Asset Management please get in touch. We would be happy to answer your questions.
Please note that you are only eligible to invest with us if you are a wholesale client (as defined in the Corporations Act 2001 (Cth).
Learn more about us
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