Sophisticated equity strategies capturing growth opportunities across international markets with disciplined risk management.
Global Opportunity
Equities remain the primary engine of long-term wealth creation. At Atomos, we construct sophisticated global equity portfolios designed to capture growth opportunities across Australian and international markets while managing volatility and downside risk.
Our approach combines fundamental research, quantitative analysis, and macroeconomic insights to identify high-quality companies with sustainable competitive advantages, strong management teams, and attractive valuations. Whether through active management or strategic indexing, we build equity portfolios aligned with your growth objectives and risk tolerance.
Investment Philosophy
Focus on businesses with durable competitive advantages, strong balance sheets, consistent profitability, and ethical management teams.
Emphasis on companies with sustainable growth prospects driven by secular trends, innovation, and market leadership positions.
Rigorous valuation analysis ensures we pay appropriate prices, avoiding overhyped sectors while recognising genuine opportunity.
Willingness to invest anywhere in the world where we identify compelling opportunities, with careful currency consideration.
Equity Strategies
Active and passive strategies in ASX-listed companies, from large-cap blue chips to mid-cap growth opportunities. Deep understanding of Australian market dynamics, including franking credit optimisation and sector rotations.
Exposure to established markets including US, Europe, UK, and Japan. Access to global leaders in technology, healthcare, consumer, and industrial sectors unavailable in Australia.
Selective exposure to high-growth emerging economies in Asia, Latin America, and Eastern Europe. Focus on quality companies benefiting from rising middle classes and structural reforms.
Thematic and sector-specific portfolios targeting secular growth trends: technology disruption, healthcare innovation, sustainable energy, and financial services evolution.
Companies with above-average growth potential, strong competitive positions, and capacity for earnings expansion. Emphasis on innovation leaders and market disruptors.
Undervalued quality businesses trading below intrinsic value due to temporary challenges or market inefficiencies. Patience to hold until value is realised.
High-quality dividend-paying companies providing reliable income streams with potential for dividend growth. Particularly relevant for Australian investors seeking franked dividend income.
Combination of low-cost index exposure (core) with active strategies in areas where managers can add significant value (satellite), optimising cost-efficiency and alpha generation.
Key Benefits
Historically, equities have delivered superior long-term returns compared to other asset classes, making them essential for wealth accumulation.
Quality businesses can pass through price increases, providing effective protection against inflation over long time horizons.
Global equity exposure reduces concentration in the Australian market, which represents less than 2% of global market capitalisation.
International markets provide exposure to sectors underrepresented in Australia, including technology giants, luxury goods, and pharmaceutical innovators.
Research Process
Our equity research process combines quantitative screening with fundamental analysis to identify investment opportunities:
Systematic analysis of financial metrics, growth rates, profitability, balance sheet strength, and valuation to identify potential opportunities across global markets.
Deep dive into business models, competitive positioning, management quality, industry dynamics, and growth catalysts for shortlisted companies.
Direct dialogue with company management, attendance at investor briefings, and site visits to gain insights beyond public information.
Multiple valuation methodologies including DCF, relative valuation, and scenario analysis to determine intrinsic value and appropriate entry points.
Identification and quantification of company-specific risks, industry disruption threats, regulatory concerns, and ESG considerations.
Continuous tracking of portfolio holdings, earnings results, industry developments, and competitive threats with quarterly position reviews.
Australian Market Expertise
While we maintain a global perspective, our Australian roots provide significant advantages in local equity markets. We possess deep understanding of ASX-listed companies, including smaller mid-cap opportunities often overlooked by international investors.
Our expertise in Australian tax structures enables us to maximise the value of franking credits, structure portfolios for tax efficiency, and coordinate equity strategies with SMSF and superannuation considerations. We understand the unique characteristics of the Australian market, including its concentration in financials and resources, and position portfolios accordingly.
Strong relationships with Australian equity research houses, company management teams, and institutional brokers provide valuable insights and access to new opportunities in the local market.
Strategic positioning to maximise value from franking credits for eligible Australian investors.
Deep knowledge of SMSF investment rules and opportunities within equity markets.
Direct access to Australian company management and local research analysts.
Understanding of ASX seasonal patterns, reporting calendar, and market microstructure.
Discover how our sophisticated equity strategies can help you achieve your long-term financial goals.
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