A practical approach to wealth and investing. For smart, thoughtful investors.

Ocean Asset Research & Management offers managed and model portfolios, investing in the Australian equity market. We are independent and process driven, with an emphasis on capital preservation and superior risk-adjusted returns.


We believe that by pursuing excellence and continually improving our investment process, we’re able to offer a better way.


We’ve built our investment strategy upon the high conviction application of the best of what we’ve learned and applied over time.


Equity portfolios managed to clearly defined parameters that are repeatable and seek to minimise behavioural biases.