Investing for the long term.
Long term thinkers. Active owners.
Aligned with our investors.
An Australian investment manager for private clients, families, advisers and the shareholders of our listed company. We invest as active, long term owners, with the same discipline in every strategy.
Capital preservation
Protecting capital comes first, in every strategy.
Active ownership
Deep research and engagement with the businesses we own.
Quality businesses
Sound businesses, capable management, sensible prices.
Long term focus
Patient capital, given time to compound.
One philosophy, across every portfolio.
Managed portfolios for wholesale investors, and Australian small companies for everyone through ASX: GC1.
Australian small companies portfolio
Quality smaller Australian businesses, bought at sensible prices and owned for the long term, held in your own name.
Individually managed account
A portfolio managed to your own objectives, tax position and preferences, held in your name, with every holding visible.
Australian equity income portfolio
Established Australian companies with sustainable, franked dividends, managed for reliable income and capital preservation.
Australian blue chip portfolio
A concentrated portfolio of large, high-quality ASX companies, run with the same owner-minded discipline as our small companies strategy.
Bond portfolio
Government, semi-government and corporate bonds, managed for regular income and capital stability by a team with three decades of fixed income and credit experience.
Debt portfolio
Secured lending and private debt, selected and monitored for regular income with a focus on protecting capital.
First Income Portfolio
Income from assets other than shares, which may include direct property, debt and other income-producing investments.
Glennon Small Companies Limited
A portfolio of quality smaller Australian businesses, held through Glennon Small Companies Limited. Open to all investors on the ASX.
Information is shared on request.
Each request is reviewed by our client team, who will be in touch personally.
Private clients and families
Portfolios built around a family’s objectives, discussed in person.
Request a meeting →Advisers and stockbrokers
Research, adviser materials and target market determinations.
Adviser access →Our thinking, for members.
Companies, markets and how we invest. Anyone can read the opening; members read in full.
Spinning Off a King
Abacus Property Group (ABP) is a real-estate investment trust (REIT), listed on the ASX. Held within ABP is a bunch of east-coast office buildings, retail centres and, most importantly, Storage King, Australia’s second largest owner-operator of self-storage centres. ABP intends to partially spin-off its Storage King assets in August, pending shareholder approval, into a separate listed entity, called Abacus Storage…
IVE Got Value
IVE Group Ltd (ASX:IGL) IGL is Australia’s largest integrated marketing communications business with leading market positions across every sector in which the company operates. Over the past 20 years, IVE has been able to diversify operations, enabling cross-selling opportunities, which has resulted in more than 75% of customers purchasing products and services from multiple divisions. Their flagship segment, print, has…
New Additions to the Portfolio
Baby Bunting Group Ltd (ASX:BBN) Last month we purchased shares in Baby Bunting (BBN) following a sharp fall in its share price. The baby goods retailer updated the market on its half-yearly results, reporting lower-than-expected earnings in the first half. We like BBN for the following reasons: 1. It currently trades at an attractive relative and absolute valuation. At its…
Glennon Small Companies Limited
Our listed investment company. NTA, dividends, ASX announcements and meetings are in the GC1 investor centre. Shareholders who verify their holding receive full member access at no cost.