The ATM NZ Model Portfolio was up 1.2% in September, ahead of the market NZX 50 index which was down -0.5%. Since inception, the NZ ATM portfolio has now outperformed the general NZ market by 8.8% and is up +39.0% in absolute terms.
Investment Framework.
The ATM New Zealand Equity Model Portfolio is focused on delivering positive and stable returns for investors seeking exposure to the Australian Equity market. Our investment philosophy is centred on finding attractive investments which fit with our big picture world views. This methodology provides us with a basket of stocks which we believe will provide superior returns over the medium term (1 - 3 years).
Our portfolio is relatively unconstrained as we will invest in companies of all sizes in all industries. The portfolio will generally hold between 10-15 stocks as ATM believes this provides a good level of diversification while balancing transaction costs and maintaining meaningful exposures to any one p...
Stock Markets, Simplified.