Our investment philosophy and solutions

 
 
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Openly provide investment portfolio solutions, implemented in a clear and concise manner, easily understandable and with outcomes tailored to your very own circumstances.


Our fundamental philosophy is that:

Over time, active management will not necessarily outperform a passive strategy, which offers higher diversification and lower costs.


Our investment solution spans New Zealand/Australian/International equities, global property and both New Zealand and International bonds. To deliver on these we utilise, where possible, Exchange Traded Funds (ETF).

Our investment selection process covers three distinct phases to address our fundamental philosophy:

  1. Quantitative,

  2. Fundamental,

  3. Present.

We select securities from our investment universe through a top down and bottom up process.

We deploy a two-phase screening process (ongoing maintenance and review) using our investment information systems, against our chosen investment universe to discard companies that do not fit certain criteria, including, but not limited to: relative valuation, size, liquidity, growth, cash, income, and dividend cover. We then overlay the results with a further screen based on a formula that ranks that company’s balance sheet quality. This two-step screening process results in a list of potential investments, which is the starting point for our internal research and recommendation process.

The fundamental evaluation process will gather relevant information to support or challenge our investment views and consequently the investment recommendations. We will use externally provided research to assist in the formulation of internal views on the suitability of an investment for inclusion in any portfolio. Openly meets with company management or attends company presentations to further research.


Our performance

Performance of the NZ bond, property and international portfolios

Quarter +/- 1 yr (%p.a) +/- 2 yr (%p.a) +/- 3 yr (%p.a) +/- Inception (% p.a) +/-
NZ Bonds 1.34% 0.02% 4.75% 0.10% 3.55% 0.08% 4.21% -0.04% 5.24% -0.01%
Benchmark 1.32% 4.65% 3.47% 4.25% 5.25%
Quarter +/- 1 yr (%p.a) +/- 2 yr (%p.a) +/- 3 yr (%p.a) +/- Inception (% p.a) +/-
Intl Bonds -0.63% -0.39% -0.14% -1.30% 0.28% -0.76% 2.31% -1.27% 2.33% -1.87%
Benchmark -0.24% 1.16% 1.04% 3.58% 4.20%
Quarter +/- 1 yr (%p.a) +/- 2 yr (%p.a) +/- 3 yr (%p.a) +/- Inception (% p.a) +/-
Into Equities 7.30% 0.23% 20.94% -0.85% 20.32% -0.53% 12.21% -0.56% 13.62% -0.04%
Benchmark 7.07% 21.79% 20.85% 12.77% 13.66%
Quarter +/- 1 yr (%p.a) +/- 2 yr (%p.a) +/- 3 yr (%p.a) +/- Inception (% p.a) +/-
Property 3.62% 0.56% 13.24% -0.38% 9.11% -0.65% 8.24% -0.51% 8.99% -0.46%
Benchmark 3.06% 13.62% 9.76% 8.75% 9.45%
 

Contact us if you would like to know more about our portfolios

 
 
 

Invest with us

No hidden fees, no surprises.

 
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