Value Investment Partners

Our Philosophy

Governance

We believe that the companies we invest in should be transparent and ethically responsible. We also believe that we should meet these high standards. Consequently we abide by the United Nations principles of Responsible Investment and provide our clients, platform providers and regulators almost unrestricted access to all of our data and team members.

Capital Protection

Capital protection underlies VIP’s investment methodology and is always at the forefront of VIP’s thinking. Our mandates and systems permit us to completely exit asset classes we expect to underperform. The process has consistently protected our clients capital and generated sound risk metrics especially given the strong returns generated by VIP.

Tactical Allocations

We believe a successful investor must be tactical and adaptive to changing markets allowing them to take advantage of opportunities and avoid exposure to underperforming asset classes. VIP’s tactical asset allocation process, underpinned by decades of expertise, is set up to enable quick responses to the ever evolving investment environment.

Ethical Investing

VIP brings a strong ethical view towards the way it invests its clients funds as reflected in our use of Sustainalytics ratings to filter out companies with unacceptable practices. Notably the exclusions we have made on ESG grounds have not prevented our flagship Growth Portfolio from delivering strong returns. Similarly our Ethical and Climate Sustainability portfolios have consistently outperformed their benchmarks

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

What Investment Is Right For Me? Us? Our Kids?

Traditional Models
Our flagship multi-asset products cultivated over our 10-year history, prioritising capital protection and volatility reduction. They offer one-product solutions to your investment needs diversified across a range of listed asset classes.
Learn More
ESG Model
This portfolio model focuses on investments in environmental, social, and governance concerns. Reducing volatility and smoothing out long-run returns while investing in businesses that better align with your personal values.
Learn More
Climate Model
Concerned about the impact of climate change on the world? We designed a product that invests across the entire Australian stock exchange in businesses that are addressing that threat to our current way of life.
Learn More
Immigration Models
A suite of investment options that cover individual segments to an all-encompassing investment product that satisfies all requirements of the Investor and Significant Investor Stream compliant investment for investment visas to Australia.
Learn More