Contact

T: 02 8379 1868​

E: info@kauriam.com.au

Physical Address

Level 8, 25 Bligh Street

Sydney 2000, NSW

Australia​

Postal Address

GPO Box 2348

Sydney 2001, NSW

Australia​

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Portfolios
Important Documents

© 2020 Kauri Asset Management

Castlereagh Financial Group Pty Ltd ABN 163 214 319 Trading as Kauri Asset Management is a Corporate Authorised Representative (No. 1275519) of Kings Road Group (AFS License No. 460 940). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs except in circumstances where you have provided your personal financial details via our online application process and received a Statement of Advice from us. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us. © 2020 Kauri Asset Management

Invest alongside our Dedicated Portfolio Managers.

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We are a boutique asset manager focusing on performance and service

Why Kauri Asset Management?

We invest alongside our clients
Our interests are aligned with yours. We treat all capital as if it were our own and we believe there is nothing more important than having skin in the game. Such is our conviction, we personally co-invest in our portfolios alongside our clients to share the journey with you.
Performance, without it we have nothing

We believe a diversified wealth strategy drives sustainable investment returns. That’s why we manage two portfolios. We invest in the US, the greatest growth market in the world with gains of 200% since 2009, and the ASX, a leading market for income generation yielding over 4% p.a.

 

Personalised Financial solutions

Our wealth management service is integral to our philosophy that: the decisions we make today are the ones that will shape our financial security in the future. We take a comprehensive and personalised approach to map out the solutions that will help you achieve your financial goals.

Choose a Portfolio

We understand every investor has a different story but believe they can fall into two buckets, Growth or Income. You can choose to invest in either or a combination of both.
International Growth Portfolio
Global companies we use everyday
Invest directly in a portfolio of 20-40 US-listed companies with a proven track record of success. These stocks are true global leaders at the forefront of their industries in terms of innovation, revenue growth and superiority. Leverage the world’s largest economy and gain exposure to rare investment opportunities by accessing niche industries and sectors unavailable through other markets.
Australian Yield Portfolio
Lucrative dividend-paying companies
Invest directly in a portfolio of 15-30 ASX-listed companies that either have a history of paying sustainable dividends, or have the hallmarks of being able to pay and grow dividends through strong earnings growth. Generate sustainable income through one of the highest-yielding dividend markets in the world, and take advantage of franking credits to realise significant tax benefits.
Our Investment Principles 
How tomorrow's Story is shaped by the Principles of today
Why invest in Global Markets
Kauri Growth Portfolio
In 2019, the International Growth Portfolio gained 29.4% after all fees, outperforming the Dow Jones (22.3%) and S&P 500 (28.9%)
Portfolio gains were underpinned by exposure to six of the top ten performing Dow Jones stocks for 2019 (APPL, MSFT, V, GS, NKE, DIS)
We also held last year’s best-performing S&P 500 stock (AMD), and four of the top ten performing NASDAQ-100 stocks
Outperformance has continued into 2020. The portfolio added 6% in January, versus the S&P 500, -0.2%, and the Dow Jones, -0.7%

10 years of US market gains 2010-2020

1.

If not for growth, our journey would be meaningless 

When we look for companies to invest in, we don’t necessarily consider what has been successful to date. Sure, some stocks like Apple and Amazon have demonstrated an extraordinary journey of rags to riches. But tomorrow is what counts. And what drives the story of tomorrow? Growth. 

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