Kauri.
Growth Portfolio

At Kauri we believe that every investor should have a stake in the companies we use on a daily basis. We invest in companies like Visa, Google, Apple, Microsoft, and the list goes on. Our Growth Portfolio has exceeded our expectations and given the global low-interest-rate environment, we believe it will continue to outshine the local markets.

What is the Investment Objective?
Why do we Co-Invest with our clients?

One of the most fundamental aspects of Kauri Asset Management's philosophy is to manage the capital as if it were our own. This isn’t just some noble aspiration, it is a belief put into practice.

We have invested and still regularly contribute a large portion of our own capital into the portfolio. We believe it is just as important to have skin in the game, so our interests are always aligned with our clients. So by having personal conviction in the positions we open, we all stand to share in the benefits. Our investment really is a collective and united journey into the future.

Request an information pack

We'll post you a hard copy of our information pack including monthly updates and Information Memorandum

The Investment objective for the Kauri Growth Portfolio is to provide direct exposure to high growth equities on the US Stock Market. 

While the ASX is better understood by local investors, US markets provide clients with access to invest in household names like Apple, Amazon, Microsoft, Johnson & Johnson, Nike, and many others.

Many Investors will be familiar with the products and services of these companies from their day to day life. Therefore, a key objective is to invest in companies that are well understood and highly regarded in their field and typically, of significant size and scale. It is these attributes which may underpin future growth potential.

What is the investment Philosophy?

US Markets represent the greatest growth opportunity of any market in the world. Yet despite this, as much as 75% of Australian equity investors hold only ASX stocks in their portfolio.

Not only do US markets account for more than half of all capital across global markets, but their historical performance since the Global Financial Crisis has significantly outperformed the ASX Between 2008 and 2018 the S&P 500 gained 103% while the ASX only grew by 6%.

It is ultimately the future outlook for Growth that underpins the philosophy for the Kauri Growth Portfolio. 

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​

Important Documents
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© 2020 Kauri Asset Management

Castlereagh Financial Group Pty Ltd ABN 76 604 407 516 Trading as Kauri Asset Management is a Corporate Authorised Representative (No. 1275519) of AFSL Holdings Australia (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