Our Philosophy
Endeavor is an Australian fund manager that invests in good businesses run by great people.
We look for companies that have a clear competitive position, strong organic growth potential and aligned management.
To gain conviction we visit the assets and operations of the companies we invest in. We also meet management, competitors, customers, suppliers, and industry experts to gain an alternative view.
Our best ideas are found beyond well-known, well-appreciated or well-researched stocks.
With over 100 years of combined experience, Endeavor has a proven track record of outperformance.
We invest in the same portfolios alongside clients, and we are dedicated to delivering above average returns.
Why Choose Endeavor
Endeavor is a high conviction, active manager with a long-term track record of outperformance. We have a disciplined process focusing on business quality, growth potential and management ability.
The portfolio managers and staff invest in the funds alongside clients. We are transparent, accessible, and strongly aligned to client outcomes.
Our Investment Process
We have three key principals:
- Our research-intensive process is aimed at identifying great investment ideas. We have a ‘boots on the ground’ approach focusing on company meetings, visiting assets and industry contacts. Our conviction is valuation dependent, and we focus on buying at a discount to net present value of discounted cash flows.
- Our philosophy is to focus on business quality, growth prospects and management ability. We look to genuinely understand these fundamentals to gain all-important conviction.
- The portfolios are diversified and constructed to optimise risk-reward. Stock weightings are based on conviction, risk-reward and valuation. We avoid over-exposure to a particular stock, sector, thematic or risk.
All investment decisions are approved by the Investment Committee and reviewed by the Investment Review Committee.
Get in touch.
Our Offices
Melbourne office
Suite 4 / 1–3 Faussett St, Albert Park VIC 3206
Perth office
92 Forrest Street, Cottesloe WA 6011
