Touchstone Asset Management is an Australian equities manager with an index unaware approach to investing in quality companies at reasonable prices. The team aims for improved long-term investor returns, while also providing downside protection in adverse markets.
Established as a joint venture with Bennelong Funds Management in 2015, Touchstone is majority owned by highly experienced principals Jack Chemello, Suellen Morgan and Mary Feros. The principals have worked together previously and successfully managed multi-billion-dollar Australian equities portfolios, and are supported by a team of experienced and diverse investment professionals.
The team manages a range of individual mandates for institutional clients as well as the Touchstone Index Unaware Fund. The strategy primarily selects stocks from the S&P/ASX 300 Index and typically holds 15-25 stocks. It seeks to invest in good quality companies, particularly those with a significant share of expected returns coming from sustainable dividends, if available at reasonable prices.