Armytage Private Proprietary Limited (Armytage) is a boutique investment management firm majority owned by members of its investment team and key executives. Armytage specialises in the active management of Australian equity portfolios and currently manages strategies on behalf of a wide range of investors including charitable trusts, corporations, superannuation funds, family trusts and individuals. Armytage is able to offer its investment capabilities through a spectrum of core Australian equity solutions:
- The Armytage Australian Equity Income Fund;
- Armytage Strategic Opportunities Fund;
- Armytage Micro Cap Activist Fund; and
- The Armytage Individually Managed Account (IMA) service for wholesale investors
Armytage also conducts regular information sessions for its strategic partners and wholesale clients. This involves regular macro reporting and live derivative trading sessions. Please contact us for more details.
Armytage Background & History
Armytage was established in 1995 as one of the first true IMA managers in Australia with the firm’s founding service being its successful discretionary portfolio management service for wholesale clients. In 2006, Armytage broadened its product and service line-up with the addition of two managed funds, the Armytage Australian Equity Income Fund and the Armytage Strategic Opportunities Fund, enabling greater retail access to the firm’s investment capabilities through financial intermediaries. Both funds are actively managed in line with Armytage’s fundamental value style of investing, with options used strategically to lower volatility/risk levels and enhance portfolio income. This approach provides the Armytage Funds with the platform to deliver strong and consistent distribution payments to investors, complementing the Investment Team’s overall stock selection and investment management decisions.
The firm’s key executives have remained at Armytage for over 10 years. It is Armytage’s philosophy to outsource all non-core administration to ensure staff are focused on delivering the highest quality investment research and client services. The firm prides itself on having a transparent model where clients have direct access to the individual managers.
The Armytage Australian Equity Income Fund and the Armytage Strategic Opportunities Fund are available through a number of leading administration/wrap platforms. Please contact us if you would like any further information on Armytage’s product line-up or how to access a particular investment strategy.
Learn more about: