Evans and Partners Australian Flagship Fund


Evans and Partners Investment Management has launched a new concentrated Australian listed investment company, called the Evans and Partners Australian Flagship Fund (EFF).

Evans and Partners Investment Management Pty Ltd as investment manager seeks to provide investors with capital growth, attractive risk-adjusted returns and stable distributions over the medium to long-term through exposure to quality Australian equities.

The fund will be invested in approximately 20 to 40 securities and in securities with issuers that have a minimum market capitalisation of $500 million. It will hold up to 10% in cash and at the time of acquisition, will only hold a maximum weighting of 15% for any one security.

Evans and Partners Evans and Partners Australian Flagship Fund Launched on 25 June 2018 Designed for retail investors. Find out more Industry Moves does not hold an AFS Licence and neither recommends nor endorses this product/service.

Evans and Partners Australian Flagship Fund: Q&A with the Portfolio Consultants

Why did you decide to launch this Fund?

Evans and Partners decided to launch this fund as we believe there are undervalued opportunities in the Australian market with strong corporate governance standards and quality management. This is also an untouched space by Evans and Partners, and something in which we could see significant growth.

You have a high conviction approach to investing; do you think investors have an appropriate exposure to high-conviction investments?

We have a high conviction approach to investing as we believe our investment committee’s insight, knowledge and experience can offer greater potential for higher risk-adjusted returns. Our approach is conservative and measured. We will actively manage the risk profile of the fund and invest in a portfolio of stocks that we believe will provide unit holders with an appropriate level of downside protection, while positioning for upside gain.




Adam Coughlan - Head of Distribution
T: (02) 8662 9792 E: adam.coughlan@walshandco.com.au

QLD/WA - Emmanuel Vergara - Key Account Manager
T: (02) 9432 3023 E: emmanuel.vergara@walshandco.com.au

VIC/SA/TAS - Charlie Wapshott - Key Account Manager
T: (03) 9411 4066 E: charlie.wapshott@walshandco.com.au

NSW - Reuban Siva - Business Development Manager
T: (02) 8662 9790 E: reuban.siva@walshandco.com.au