PERFORMANCE
Concentrated Australian Equity Portfolio REPORTS
Read the latest Reports for the Enhanced Asset Management Concentrated Australian Equity Portfolio.
2025 REPORTS
September 2025
August 2025
July 2025
June 2025
Wealth isn’t built by chance — it’s built by conviction.
At Enhanced Asset Management, we invest in great businesses with bright futures, using two complementary strategies designed to deliver long-term growth and resilience.
1. HIGH CONVICTION STRATEGY
We back exceptional businesses — those with strong, compounding earnings, solid balance sheets, and powerful industry tailwinds. We invest only when long-term returns are truly compelling.
2. Trading & Strong Demand Strategy
Markets don’t always behave rationally. Even outstanding companies can trade at premiums to fair value. We actively manage these positions, realising value when share prices fully reflect future growth potential.