How to Invest

Thank you for your interest in API’s equity strategies. We would love to have you invest with us. Please note that our strategies currently are directly available only to wholesale investors and the High Conviction Strategy is also available via our platform partner Tamim Asset Management. If you are not a professional investor, please contact your investment advisor and request they contact us by phone or email. Contact details listed below.

Please select – or ask your advisor to select – from the following strategies:


Global Equity High Conviction Strategy

HCS is a concentrated global equity strategy. We employ a value-oriented active approach where we combine our quantitative stock selection model with the team’s fundamental knowledge of global equities, to create a 25-30 name portfolio. An active risk target of 4-5% pa to a Value Weighted benchmark means we expect periods of significant deviation from broad markets.

Our quantitative model employs a multi factor approach:

Value: Multiple valuation factors to identify companies with lower expectations for their future cash flow growth and profitability

Momentum: Companies with evidence of a catalyst are better prospects: superior short-medium term volatility adjusted relative performance and earnings revisions

Quality: Companies that are better able to withstand adverse developments: sensible leverage, stable earnings growth and greater expected return on equity.

We verify the quantitative results with sensible fundamental analysis which assesses the following attributes:

Accounting: The nature and content of Financial Reports & Accounts. Is there any evidence of ‘aggressive’ accounting or changes in accounting reporting?

Strategic: Is our Quant model being ‘fooled’? Is there evidence of a decline and impairment of assets and thus a good reason for the share price to appear cheap? How distressed are the target asset’s competitors? Are there new market entrants or departures?

Governance: Is there sufficient separation of executive functions? The nature of asset share classes, particularly non-voting share attributes? Appropriate service provider independence?

We create an ESG score for the portfolio and compare this to the benchmark

Our latest fact sheet can be found here.

If you have decided this suits your needs please click here. This will take you to our platform partner Tamim Asset Management. Tamim is a sophisticated platform offering multiple strategies to Australian investors and provides a distribution platform for the High Conviction Strategy. They would be pleased to also answer any questions you may have on other asset classes, other managers, or your Asset Allocation.

Tamim operates through Interactive Brokers, a USA based provider of direct access (“on line”) trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products. They have over $764bn under administration and provide a fairly priced, high quality, direct ownership service to investors worldwide. We believe that keeping administration costs down means you have more money to invest to meet your needs.

To contact Tamim, please call 1300 750 007 to speak with Jeff Taitz or Jeremy Benson, who will be pleased to walk you through the set up process.


Global Alpha Plus Strategy

The API Global Alpha Plus Strategy (GAP) is a value-oriented strategy which captures the Beta(s) of the MSCI World Value Weighted index and enhances return through the VMQ superior stock selection process.

GAP more effectively provides value-oriented Beta characteristics through risk control in portfolio construction together with a strong stock evaluation process that selects the stocks we expect to better provide preferred value, momentum and quality factor benchmark outperformance.

GAP holds between 150-200 names with an active risk target of less than 3% pa and rebalances to the benchmark on an ‘event’ basis, not a strict rule-basis.

Our latest fact sheet can be found here.

Please contact Robert Swift, Roger McIntosh or Karl Hunt directly to discuss implementation options.


Asia Small Cap Alpha Plus Strategy

The API Asia Small Cap Alpha Plus Strategy (ASAP) is a value-oriented strategy that applies our VMQ stock ranking and portfolio construction process in a similar manner to the GAP, with similar stock holding and active risk targets.  ASAP provides the Beta characteristics of the MSCI All Country Asia Pacific ex Japan Small Cap Value index through robust portfolio construction risk control and return enhancement through the VMQ superior stock selection process.

Given the increasing role of government in Asia Pacific economies we believe that smaller companies are more dynamic and less likely to make decisions on capital allocation for political reasons.

Our latest fact sheet can be found here.

Please contact Robert Swift, Roger McIntosh or Karl Hunt directly to discuss implementation options.


Our Contact Details

For additional information on any of API’s strategies or to discuss implementing the VMQ process across your preferred listed equity asset universe please contact us directly:

Robert Swift
+61 (0) 419 120 708

Roger McIntosh
+61 (0) 423 968 133

Karl Hunt
+44 (0) 152 686 0445