Alleron Investment Management Limited
About Alleron
Alleron Investment Management Limited (Alleron) is a boutique, large-cap growth manager, committed to producing superior Australian equity returns.
Focus on growth
Alleron believes share prices are driven by a combination of strong, sustainable earnings, competitive industry positioning and superior management in the long run. But over the short term, share prices may deviate from these longer-term drivers and give rise to buying opportunities.
Alleron's focus is on building a portfolio of highly scrutinised 'dream companies' capable of producing superior returns.
Funds managed
Key personnel
Albert Hung, Chief Investment Officer
Albert Hung is an Executive Director and the Chief Investment Officer (CIO) of Alleron Investment Management Limited (Alleron). Albert was one of the co-founders of Alleron in 2004. As CIO, Albert oversees the activities of the investment team and has responsibility for the final composition of the Fund's investments. He has worked as a CIO or Head of Equities for major institutions in the Australian share market since 1988 including Tower, Legal and General and Allianz.
Steven Robinson, Senior Investment Manager
Steven has responsibility for the analysis of an allocated list of securities from the ASX top 100 companies as well as selected ex 100 stocks. Steven works directly with the CIO on the composition and day to day management of the overall investment portfolio of the Fund. He has previously held senior fund management positions at Aberdeen Asset Management and Legal and General. Steven also worked extensively as a Senior Geologist and Production Supervisor in the Mining, and Oil & Gas industries for a number of companies including BHP and Rio Tinto.
Edwin Lo, Investment Manager
Edwin has responsibility for the analysis of an allocated list of securities from the ASX top 100 companies as well as selected ex 100 stocks and is also responsible for the delivery of portfolio analytics to assist in the ongoing risk management of the Fund’s equity portfolio. Edwin has extensive experience working in equity and investment strategy analysis, having previously worked at Allianz Asset Management, Royal Sun Alliance and Burdett Buckeridge Young.
Sean Sequeira, Investment Manager
Sean has responsibility for the analysis of an allocated list of securities from the ASX top 100 companies as well as selected ex 100 stocks. Sean is also responsible for implementing the day to day investment transactions of the Fund and has extensive experience in equities and economic analysis, having worked previously with institutions such as Tower Asset Management, Banque Indosuez and SG Australia.
Why Advance selected Alleron
Alleron’s main differentiating feature is that it actively looks for growth triggers which it identifies as a change or development that may drive the stock price. If it can’t identify this trigger, regardless of whether the stock is good value and/or underpriced, it won’t invest in it. Alleron has a proven track record of generating superior returns through an innovative investment process and we believe Alleron’s unique vision enables it to identify companies with the potential for significant growth and build value for investors.
