Private Portfolio Managers
- Level 3, 2 Martin Place, Sydney 2000, NSW
- https://www.ppmfunds.com/
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Business Development ManagerWarren Jones0422 819 116Head of Client RelationsJill May0412 033 359
Who We Are
In a crowded investment management marketplace you want to know that your long-term wealth creation is entrusted to an established investment management team with a strong record for performance.
As a privately owned, independent fund manager, Private Portfolio Managers’ interests are aligned with the long-term interests of our clients.
Our independence is our advantage: no competing priorities, no external shareholders, just undivided focus on our primary objective; deliver strong risk adjusted returns and service for our clients over the long term.
For almost 30 years PPM has managed funds with a distinctive long-term approach that has set us apart.
Our Individually Managed Account (IMA) and Separately Managed Account (SMA) solutions enable advisers to access our investment management expertise and proven track record in building and managing Australian and International equities as well as multi-asset portfolios.
Find out more at www.ppmfunds.com
Finalist in the International Equities Category
of the IMAP Managed Account Awards 2024
Finalist in the International Equities Category
of the IMAP Managed Account Awards 2023
Finalist in the International Equities Category
of the IMAP Managed Account Awards 2022
PPM specialises in two focused investment strategies: Australian and Global Equities. Each portfolio holds 20-25 companies, meticulously selected through our three core investment principles:
- Quality at the Right Price; we invest in companies delivering superior returns on capital at attractive valuations, driving sustainable long-term performance.
- Conservative Balance Sheets; we prioritise financial strength, avoiding excessive leverage that can compromise company stability.
- Rational Competition; we target industries where disciplined competition enables sustained profitability, avoiding sectors prone to destructive pricing behaviour.
This disciplined, high-conviction approach aims to deliver portfolio stability while maximising after-tax returns.
For advisers, we provide comprehensive portfolio oversight through secure online access, detailed reporting, and quarterly investment team webinars—ensuring complete transparency and ongoing engagement.
Our transparent fee structure reflects our commitment to true partnership in wealth management, aligning our success with our clients' financial goals.
| Phone 0414 443 236 |