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