LANYON

Through our fundamental, opportunistic, value-oriented approach we seek attractive, long term, absolute returns. We invest alongside our client partners, ensuring strong alignment of interests... Our investment process is thorough, creative and flexible, not formulaic or rigid. As a result, our portfolio looks quite different (more eclectic, less market dependent) from that of a typical equity fund... We look for a large margin of safety between price and underlying value. Our aim is to invest in securities trading at wide discounts to underlying value with downside often protected by tangible asset backing and/or strong free cash flow generation.

Also known as: Lanyon Foundation

Registration numbers: 45 140 631 714 (W)

Primary location: Adelaide