"SIRA Group designed a tailored portfolio for us and we are able to speak with the investment manager directly"
Portfolio Management
SIRA Group provides a discretionary investment service, encompassing both listed and unlisted investments where appropriate. Our investment expertise lies in direct Australian shares. Other asset classes are accessed primarily via managed funds and structured products.
Our aim is to outperform the market after fees over the long term and to take into account the tax implications of any investment decisions we make as it is the after-tax after-fee return that is ultimately important to you. As a result, our portfolio turnover is reasonably low when compared to other active share managers and shares are purchased with a long term outperform view in mind.
We hold concentrated portfolios which do not track the All Ordinaries Index (eg., we do not buy a stock simply because it is a significant component of the index if the company does not hold up to our quantitative & qualitative analysis). This is because a portfolio's out-performance can often be as much the result of avoiding certain stocks as it is holding the right stocks.
As each portfolio is managed individually, we can also manage any prohibitions or restrictions you wish us to enforce (eg, excluding certain stocks or industries due to ethical or other reasons).
