About Us
Armytage Private Limited (Armytage) is a boutique investment management firm majority owned by members of its investment team and key executives. Armytage specialises in the active management of Australian equity portfolios and currently manages strategies on behalf of a wide range of investors including charitable trusts, corporations, superannuation funds, family trusts and individuals. Armytage is able to offer its investment capabilities through a spectrum of core Australian equity solutions:
The Armytage Australian Equity Income Fund and the Armytage Strategic Opportunities Funds;
The Armytage Individually Managed Account (IMA) service for wholesale investors; and
The award winning Ralton Separately Managed Account (SMA) Portfolios
The firm's expertise also covers international investment solutions through its 2009 strategic partnership with Armytage Asset Management, an offshore fund manager with an Asian market focus.
Investment
Team
The Armytage Investment Team (l-r): Roger Walling - Portfolio manager, Andrew Stanley - Portfolio Manager, Lee IaFraté - Chairman, Bradley King - Investment Analyst, Michael Ffrench - Chief Operating Officer & Company Secretary.
Armytage Background
& History
Armytage was established in 1997 as one of the first true IMA managers in Australia with the firm's founding service being its successful discretionary portfolio management service for wholesale clients. In 2006, Armytage broadened its product and service line-up with the addition of two managed funds, the Armytage Australian Equity Income Fund and the Armytage Strategic Opportunities Fund, enabling greater retail access to the firm's investment capabilities through financial intermediaries. Both funds are actively managed in line with Armytage's fundamental value style of investing, with options used strategically to lower volatility/risk levels and enhance portfolio income. This approach provides the Armytage Funds with the platform to deliver strong and consistent distribution payments to investors, complementing the Investment Team's overall stock selection and investment management decisions.
More recently, Armytage made another strategic step forward when it merged with Ralton Asset Management, a boutique investment specialist and a pioneer in Australia's separately managed account (SMA) industry. SMAs are professionally managed "model portfolios" of direct shares giving the investor beneficial ownership of the underlying securities rather then simply owning units in a trust. Ralton's specialist approach to SMAs and its disciplined, value-oriented investment approach have delivered strong and tax-efficient returns since inception of the strategies.
The merger brings together two respected and highly experienced Australian investment businesses in a powerful alliance under the Armytage corporate banner, with the combined group benefitting from significant economies of scale and synergies gained from the larger business, a stronger investment team with complementary skills and a deeper analyst pool, as well as a more diverse suite of investment products and services. The merger has provided Armytage with the necessary skills, resources and corporate framework to further expand the firm's footprint across the financial planning community as well as the institutional market.
The Armytage Australian Equity Income Fund, the Armytage Strategic Opportunities Fund and the Ralton SMA Model Portfolios are available through a number of leading administration/wrap platforms. Please contact us if you would like any further information on Armytage's product line-up or how to access a particular investment strategy.
Global Investment Solutions
(Armytage Asset Management)
Armytage offers international investment solutions through Armytage Asset Management (formerly Absolute Asset Management), an offshore fund manager with an Asian market focus with whom it formed a strategic partnership in 2009. Armytage AM is a leading provider of alternative investment products, portfolio management solutions and foreign exchange advice to international clients including private, corporate and financial institutions, and has been managing money for Asian based investors since 1992. Armytage AM has also managed a number of traditional investment funds since 1996 which are predominantly available through a number of large, offshore regulated insurance companies.
The key members of our management team have a combined experience of more than 60 years in all areas of the international financial markets, including the foreign exchange market where our co-founder Andrew McKay has been actively involved with since 1987. As our investment and trading strategies are developed in house, we are able to provide flexible and innovative solutions tailored to the exact investment requirements of our clients.
Armytage AM is known for its foreign exchange & Global Macro trading expertise. Our strategy and research team has accumulated vast knowledge of global foreign exchange operation and drivers for more than 15 years, which has translated into successful foreign exchange trading & Macro focused products. Our FX products have been accepted on the Deutsche Bank FX Select platform. Our acclaimed monthly “Currency View” & “Global View’’ is used by investors and professionals throughout Asia – a testament to the specialist foreign exchange knowledge held within the company.
Using our top down macro-economic strategy, we have identified many of the major currency trends over the years. Our 20 year experience of investing in Asia provides us with unique insights into investment opportunities in the region. This knowledge and expertise is applied to the Asian Currency Fund, Macro Diversified Fund & Asian Infrastructure & Property funds, our headline products.
Armytage AM does not perform custodian duties; our role is strictly to provide asset allocation, investment and currency advice, structured products and alternative investment and management services to our clients. Key personnel are based in Australia, Singapore and Malaysia.
Learn More
Read the Armytage Executive Team Profiles.
Please contact us if you would like to speak to a member of the Executive Team about our investment products and services.
Find out about our Australian Funds, SMA Portfolios, Individual Managed Accounts or International Funds.