Phoenix Portfolios

To succeed in highly competitive investment markets, we seek to be experts in niche sectors of the market including property, infrastructure and small/micro-cap stocks. Our focus and in-depth research provides us with a knowledge-based competitive edge.

A boutique business, Phoenix Portfolios has outsourced all non-investment functions to specialist providers, enabling the investment team to focus solely on investment activities.

The business is partly owned by staff and partly owned by ASX listed Cromwell Property Group. Cromwell is an active participant in direct property markets and provides valuable insights into the Phoenix research process.

Established in 2006, this Australian based business has delivered an impressive track record across its niche markets, winning multiple industry awards.

Phoenix is a signatory to the United Nations-backed Principles for Responsible Investment Initiative.


Latest Awards

Our commitment to you – Phoenix will:

  • Act as a fiduciary and focus exclusively on your interests
  • Take an active role in voting proxies, making unpopular decisions when required
  • Make investment decisions based on long-term total return expectations
  • Focus our resources on securities where we have a competitive edge
  • Ensure we fully understand the businesses we invest in, the accounting treatment used to present historic results and the future sustainable cash generation potential
  • Make bold rather than timid investment decisions where we see a sufficient probability of success
  • Share our ideas and thoughts with you so that you may evaluate for yourselves whether we are making rational investment decisions
  • Align our interests with yours via co-investment stakes in the funds we manage
  • Maintain a sensible cap on Funds Under Management to retain our nimble boutique investment style
  • Take our “Principles for Responsible Investment” initiative seriously