Investment Philosophy
We invest in small & Mid cap emerging growth Companies
At AMZAC, we specialize in managing investments in emerging small-mid cap equities listed on leading global exchanges, with a primary focus on the Australian market. We believe that the most significant potential for value in the equity market lies in less established research stocks that offer substantial returns. Importantly, our investment approach is benchmark-agnostic, meaning that individual share weight values are determined based on our team’s assessment of the company’s potential, rather than strict adherence to a benchmark. This approach reflects our belief in the unique strengths and potential of each investment opportunity.
We Bring Alpha Return to Our Investors (targeting an impressive 15-25% ROI per annum)
At our firm, we don’t rely on traditional passive investment approaches. Instead, we aim to generate alpha returns for our clients. In today’s technologically advanced world, passive strategies can no longer consistently outperform the market. Alpha measures the active return on an investment, taking into account the impact of the relevant market index. In contrast to traditional passive approaches, where returns remain fixed regardless of investment performance, alpha returns are aligned with the dynamic changes of the market index. Our approach is designed to capture these opportunities and generate superior returns for our clients.
Unlocking Wealth Consistency: The Power of Compounding return
Whether your financial objectives revolve around securing your retirement in 10 to 20 years time or investing in your children’s future for next 20 plus years; harnessing the power of compounding returns can prove to be an exceptionally effective method for consistently building wealth over time. By employing an average compounding return strategy of only 15%, for instance, one can unlock the significant opportunities for future growth, even with relatively modest investments starting at $50k-$100k. This approach has the potential to generate impressive returns of 101% and 305% over 5 and 10 years, respectively. However, the true enchantment of compounding becomes evident over the long term, with returns accumulating to an astonishing 1537% and 3192% over a span of 20 and 25 years, respectively. The Long Term Investment Strategy is a powerful tool for securing a great financial future for yourself and the family.
In contrast to property investments, this approach avoids substantial leverage risks, concerns about fluctuating interest rates, and the need to navigate intricate legal processes or engage in activities such as hiring agents or advertising assets on the market. Risk management is simplified, as selling stocks, ETFs, and Commodities does not demand the same degree of involvement or incur comparable overhead costs. By injecting additional capital, partnering with our team of specialized investment managers, and implementing our proven active investment strategy while seizing opportunities presented by bullish market trends, the potential returns associated with this strategy are truly impressive.
15% Compounding Return For #Years
(*Table is only for illustration purpose to understand the power of compounding return in wealth management. Past performance is no guarantee of future results.)
| Capital Invested | PORTFOLIO @5 YRS ROI 101% | PORTFOLIO @10 YRS ROI 305% | PORTFOLIO @20 YRS ROI 1537% | PORTFOLIO @25 YRS ROI 3192% |
|---|---|---|---|---|
| $50k | $100K | $202K | $818K | $1.64M |
| $100k | $201K | $404K | $1.63M | $3.29M |
| $200k | $402K | $809K | $3.27M | $6.58M |
| $300k | $603K | $1.21M | $4.90M | $9.87M |
| $400k | $804K | $1.61M | $6.54M | $13.16M |
| $500k | $1.00M | $2.02M | $8.18M | $16.45M |
Risk Reward Analysis
We use risk-reward analysis to construct portfolios of appealing stocks. We seek to manage risk efficiently, allowing us to make large active stock bets while keeping portfolio volatility under control. Our portfolios frequently deviate significantly from benchmark sector and industry weightings. More often we meet & communicate with the board and management to seek information & clarify any doubt about the current status of the company and possible future growth.
Successes Are Ideas
We believe that success is born from ideas, whether it’s precision in our work or perseverance in our approach. Ideas and concepts are important to us, and we strive to turn them into reality by leveraging our technological insight and expertise in execution. At the same time, we stay attuned to market trends to ensure that our investment strategies remain relevant and effective. We believe in an active partnership with our clients and work closely with them to manage market dynamics, challenge asset allocation preconceptions, and maximize outcomes. Our goal is to prosper alongside our clients, and we are committed to delivering exceptional results through collaborative, tailored solutions.
We Invest in SOCIALLY RESPONSIBLE Businesses
Industry We Support
- Renewable Energy
- Technology
- Healthcare
- Biotech
- Retail
- Infrastructure
- Mining & Materials (Critical Minerals)
- Energy (Committed to Net Zero)
- Transport & Logistics
We Do No Invest In
- Banks
- Alcohol
- Tobacco
- Live Export or Pork Products
- Gambling
- Entertainment
- Weapons
It’s important to note that maintaining a socially responsible approach is a core principle of our investment philosophy. We avoid investing in businesses that have negative environmental, social, or governance practices. We believe that investing in companies with high standards of corporate responsibility not only benefits society but also leads to better long-term financial performance.
Amzac ethical approach
Amzac Asset Management focuses on ethical investment strategy inspired by the SDGs and ESG principles. By prioritizing optimal environmental, social, and governance factors and outcomes, Amzac is not only providing financial returns to its investors but also contributing to sustainable development goals. It’s commendable that “Amzac Ethical Fund” screens its investments to ensure its portfolio is 100% ESG compliant, which demonstrates its commitment to sustainability and responsibility towards the environment and society.