Think risk before you think returns.
We all invest to make returns but all investments carry risks. Over the past two years, investors have endured one of the most turbulent periods in the modern history of financial markets.
It is clear that after years of sustained economic growth, substantial asset price increases and easy access to cheap credit, financial markets generally had become far too complacent about potential risks. That’s why it’s always important to carefully weigh up potential returns against potential risks.
While it can’t be eliminated, we help manage risk for our investors by focusing on quality investments with tangible and sustainable earnings, prudent debt levels and simple and transparent structures.
Find out more about how we select quality shares, how we select shares for value, and how we select quality fixed income investments.
Find out more about our investment philosophy
In 1970 Vera Ramaciotti established the Ramaciotti Foundations. Little did she know they would become one of Australia’s largest biomedical research benefactors. The Foundations, managed by Perpetual, began with $6.7m. With over $45m distributed to date, their capital value in September 2009 exceeded $46m, a grand testament to generosity, passion and sound investing.
