Meet the manager – Thomas Picket Heaps, Portfolio Manager, Ord Minnett

Описание: Hi, I’m Thomas Pickett-Heaps, Portfolio Manager at Ord Minnett, commonly known as Ords. Our corporate origins date back to stockbroking in the 1870’s, and we have evolved to become a wealth and investment services firm with a deep capability across all asset classes, with a strong focus on Australian equities.

Stockbroking remains at our core and that means stock picking and portfolio management is in our blood. We are Australian Equities specialists and the strategy invests directly into ASX200 listed equities.
Ords first started managing SMA’s in 2011 and we now have around $70 billion in Funds Under Advice and more than $1bn in Managed Accounts.
The Australian Equities Growth SMA has been available since 2021 and is the first SMA to be offered to advisers external to Ord Minnett. It is a specialist Australian Equities strategy that is long only, active, large cap, high conviction, turnover restrained and offers a growth tilt.

Our investment team of 10 includes 4 portfolio managers, 3 research analysts and a dedicated corporate access team. At the portfolio manager level, we are deep generalists who do not get attached to specified coverage; we actively seek opposing views and combine research input from a wide variety of sources. Our dedicated corporate access team enable the team to go directly to the source by facilitating meetings with management of the companies we consider investing in (and their competition).
We have a large cap active growth bias but are always looking to optimise style in any direction in accordance with our view on valuation and risk. The portfolio will hold a balance of investments across style, valuations and underlying thematics.

We love opportunities involving asymmetric upside, quality at a discount, strategic assets, structural growth, pricing power and dominant market positions. We like second order changes such an increasing EPS growth rather than just EPS growth.

The Australian Equities Growth SMA is a specialist Australian Equities SMA that advisers can adopt individually or nest within a broader SMA, IMA or MDA at the client, firm or dealer group level.
Our team can assist advisers implement the strategy for new and existing clients and even tailor the strategy at the client level. We look forward to working with you.