About Us

AMZAC Asset Management is a specialist small & mid cap global equities investment management company that focuses on socially responsible businesses, avoiding investments in unethical sectors such as banks, alcohol, tobacco, entertainment, and gambling. Our expertise lies in identifying emerging companies with significant growth potential in the mid to long term.

As a fast-growing asset management company originally from Australia, we maintain a global perspective. Our commitment is to offer absolute returns to our investors, and we aim for positive returns in all market conditions.

Our targeted portfolio is designed using a benchmark-agnostic approach, with individual share weight values determined based on our investment team’s belief in the company’s potential.

Our success is achieved by cultivating a team of astute and technically competent analysts and portfolio managers, who are committed to accruing faith and confidence by fulfilling their responsibilities effectively.

How We Do Operate?

At AMZAC Asset Management, our investment procedure begins with identifying undervalued stocks using various screens, including research on corporate events. We then narrow down the list of appealingly valued stocks by examining each company’s current business prospects.

Our investment approach prioritizes companies with a strong balance sheet, profitability, and the ability to generate future earnings growth. This enables us to identify potential investment opportunities that align with our investment philosophy and goals.

Risk Reward Analysis

At AMZAC Asset Management, we use a disciplined approach to investment management, grounded in our risk/reward analysis. Our investment process starts with identifying undervalued stocks using a range of screens, such as research of corporate events, before narrowing down our selection based on current business prospects.

We then use risk management strategies to control portfolio volatility while making large active stock bets that align with our investment philosophy and goals. Our portfolios frequently deviate significantly from benchmark sector and industry weightings.

We believe that meeting with company board and management when required helps us to make informed investment decisions and maintain a diversified portfolio. Overall, our goal is to generate potentially higher returns for our clients while effectively managing risk.

Our Vision

“ALL GREAT COMPANIES STARTED AS SMALL COMPANIES”

At AMZAC Asset Management, we focus on identifying and investing in small to mid cap, less established research stocks with great potential for substantial returns. Our Quantitative Techno-Fundamental model allows us to take an active approach and achieve higher returns compared to the slow and passive investment approach.

We are a forward-thinking and entrepreneurial company, and we invest in companies with a clear vision of the future landscape and a differentiated strategy. 

With the global Assets Under Management projected to almost double in size by 2025, from US$84.9 trillion in 2016 to to US$145.4 trillion by 2025, we are confident in our ability to use our proven quantitative and techno-fundamental investment model to deliver strong returns for our clients.