BEM focuses attention on a relatively small number of matters requiring decision. In particular, BEM:

• restricts its client list to large wholesale clients
• invests in equity markets only
• remains close to fully invested at all times
• concentrates on the leading one hundred companies, which by value form the bulk of the total equity market
• intensively analyses the companies in which it invests
• compares different methods of investment in a company's securities on a mathematical basis
• deviates from index weighting only when there is a positive expectation that it will add to performance

Individual companies are researched in-house, based on company data, company and industry contact as well as research from all leading Australian brokers. The valuation of each company is then compared with the value placed on it by the share market. Target portfolios incorporate individual client requirements.

The most effective method of gaining exposure to the target shares is then found. Exchange traded options and futures are used to enhance performance and to minimise transaction costs. Mathematical models are employed to achieve a rigorous comparison while minimising the amount of time for making decisions.

Portfolios can be structured to keep downside risk below that of the market while retaining upside exposure.

Performance of the target and actual portfolios are constantly monitored to maintain the appropriate structure. 

Phone: 613-9652-9400