Endeavor Asset Management

Founded in 2010, we’re a high-conviction, active, Australian asset management company with over 100 years of combined experience in portfolio management. We’re a nimble investor, with a disciplined process and a long-term track record of outperformance in our annual returns. We invest in Australian equities with a strong cap focus in our portfolio management services. We’re IMA specialists; we have environmental, social and governance filters, and our staff invest alongside our clients. When it comes to our asset management services, we pride ourselves on our high-touch approach with investments and clients. Over a decade into the journey, Endeavor remains dedicated to our clients and committed to providing above-average returns through smart and careful investing. All the investment team invests in the same portfolios alongside clients. We consider Endeavor a co-invest model, focused on client outcomes. Our Investment Process The fund is the culmination of a research-intensive process aimed at identifying sustainable businesses with strong management, a positive thematic, strong growth prospects, and a compelling investment case. 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 the 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 optimize risk-reward. Stock weightings are based on conviction, risk-reward, and valuation. We avoid over-exposure to a particular stock, sector, thematic, or risk.