Our Investment Process

Value Investment Partners is a tactical asset manager with a focus on wealth preservation and risk reduction that has consistently delivered excess risk adjusted returns through a number of cycles.

We manage portfolios invested across a range of asset classes in order to cater for our client’s different needs, strategic preferences, and risk tolerance levels. We seek to invest in quality companies that are creating a positive impact on the world. ESG principles are core to our investment philosophy whilst even more stringent filtering underpins our ethical and climate sustainability portfolios.

Portfolio construction is achieved through a tactical asset methodology facilitated by decades of expertise and proprietary systems. The process entails a thorough analysis of macro economic factors, national economies, sectoral outlooks and expectations for individual companies in order to comb through the investable universe. The process is conducted by VIP’s internal research team complimented by a panel of highly credentialed and proven industry experts.

VIP’s methodology and research capability is proven by over a decade of outperformance delivering our clients return objectives, enabling them to build and protect their wealth through numerous market cycles, while being comfortable that their capital is ethically invested.

We start with a STRATEGIC asset allocation

VIP's process starts with a strategic allocation of Australian Equities, International Equities, Fixed Interest and Cash holdings tailored to an investors risk and return preferences.

Tactical considerations fine tune VIP's Asset Allocation

The tailored strategic allocation is regularly adjusted by tactical considerations including short or medium term expectations for economic conditions, geo-political risks, valuations, market cycles etc

Fundamental Analysis & Screening

An inhouse research team is VIP's first resource for identifying tactical factors likely to impact VIP's asset allocation. The research team undertakes economic, sector, external manager  and company analysis for consideration by VIP's Investment Committee.

VIP's Investment Committee

VIP's Investment Committee, with regards to VIP's research teams analysis of relevant financial factors, determines VIP's tactical asset allocations. This includes responsibility for portfolio diversification and sector tilts. 

Risk and mandate testing

Prior to the IC's tactical allocations being implemented, VIP's Research team using our proprietary portfolio system determines the IC's implied weightings for all portfolios. It then uses risk models test the diversification levels of potential portfolio constructions to ensure that client risk parameters are met and that final weightings correlate with IC sentiment.

"Value Investment Partner’s philosophy, born out of the GFC, is a prioritisation on capital preservation and consistent growth through active management"

A range of portfolios for different investors