At the core of the ASR Wealth Advisers offering is exceptional expert research from experienced investment professionals. Our equities research team is led by Tim Montague-Jones who has over 20 years investment management experience at Morningstar and Macquarie Group where he was apart of the 2016 LONSEC Fund Manager of the Year award.

The ASR Wealth Advisers research team identifies, analyses and recommends companies with strong earnings growth, have robust business models and dominant positions in the sectors in which they operate. These recommendations are then distributed by the Advisory team to clients who can then execute trades on their behalf. Past recommendations are also available to clients in the form of research reports through the ASR Investor Portal.

Income Report

The Income Report is centred around the investment principal of ensuring a consistent and reliable dividend while protecting and preserving capital.  The report details our income investment process which is structured to create a diversified model portfolio across the sectors in companies which we view offer stable and sustainable cashflow. We review the investment fundamentals of each company to ensure they have a sustainable competitive advantage and a healthy balance sheet. The model portfolio offers investment weights for each stock to ensure investors diversify their investment risk and are not unintentionally exposed to any sector.

Investing Report

The Investing Report is suited for those investors seeking capital growth and have a higher risk tolerance than those investors looking purely for defensive income (as per our Income Report). The report details are preferred capital growth stocks that we expect can deliver above market returns.  Positions are monitored daily to provide you with an active update from the website under the “Flash Reports” tab. We review the fundamentals of each company and pick businesses which we expect can deliver above average returns on capital derived from obtaining a sustainable competitive advantage. We review the financials of each of our recommended companies to ensure they have enough capital to deliver on managements growth strategy. If the fundamentals for a company change, then we will take the required action to remove a stock from our recommended list and seek to reallocate capital to other opportunities. The recommended list can be used to build a diversified portfolio across the different sectors of the index.

Options Report

The Options Report features regular options trading recommendations in both the Australian and US share markets. The trading recommendations cater to investors looking to leverage as well as protect their share portfolio. The Options Report is best suited to short- and medium-term traders and investors.

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