Glenmore Asset Management
Glenmore Asset Management is a boutique equities investment manager servicing wholesale investors. Glenmore manages the Glenmore Australian Equities Fund which has a diversified portfolio of Australian equities. The fund is available on the Netwealth and HUB24 platforms.
Since inception in June 2017, the Glenmore Australian Equities Fund has returned +19.3% per annum (after all fees) vs the ASX All Ordinaries Accumulation Index which returned +9.4% per annum over the same period. The fund was ranked first in the Mercer fund survey of Australian equities funds over both 1 year and 3 years to 30 June 2024.
Investment process
Glenmore uses a fundamental, research driven investment process, to identify undervalued shares. The main driver of identifying potential investments will be bottom up company analysis, however macro-economic conditions will be considered as part of the investment thesis for each stock. The Fund aims to generate strong absolute returns with low correlation to the Australian equities market over the medium to long term. Read more.
About the founder
The Founder, Robert Gregory, has over 20 years of equity market experience having managed Australian equities portfolios at a leading Australian boutique fund manager. Most recently, he managed portfolios at CBG Asset Management, which was awarded best boutique fund manager at the Australian Fund Manager Awards in 2013. He is a substantial investor in the fund and as such, has strong alignment with Glenmore’s co-investors. Read more.