Antipodes offers investor choice

ASSET: Can you explain your investment style?

Antipodes is a global asset manager offering a pragmatic value approach across long and long-short strategies. We aspire to grow client wealth over the long-term by generating absolute returns in excess of the benchmark at below market levels of risk.

At Antipodes, we believe that investment returns are primarily a function of economic performance of the business you own and the durability of this performance, that is, business resilience; and price paid or starting valuation.

Though usually efficient, markets can become selectively irrational around the continuum of change in a business’s operating environment, creating a pragmatic value opportunity to allocate capital to resilient businesses at favourable terms.

However, we also believe that long-term investment success is deeply entwined with a systematic approach to assessing returns relative to risk. We actively embrace controllable risks that offer attractive return payoffs and seek to diversify the impact of uncertainty.