High conviction investment experts
Australian and Global equities specialists
Actively managed
Invest in our best Australian and Global equities ideas
High conviction approach
Intensive fundamental research focused on ‘what matters’
Alignment
Co-invest alongside the owners of the business
Experienced people
An experienced team with a proven investment approach
Focused on performance
Committed to delivering outstanding returns to our clients
Firetrail managed funds
Select an investment product below for performance, pricing and investor forms
Firetrail Australian High Conviction Fund >
A concentrated portfolio of our best Australian equities ideas
Firetrail Absolute Return Fund >
Absolute returns uncorrelated to traditional asset classes
Investment insights ‘from the trail’
Interesting research and investment articles you can read in 5 minutes
Active is dead, long live active – The rise of passive
Passive investing continues to grow in popularity. In the US alone, 50% of equities are invested via passive strategies. In this insight we discuss, what has driven the rise of passive investing and where are the risks?
Growth vs Value (Part 2) – Are value stocks at an inflection point?
September 2019 saw Australian ‘value’ stocks stage a short and sharp recovery. In this article we explore the factors that could have triggered a reversal in the trend for value.
Growth vs Value – Is this the turning point?
Since the end of 2016, the market has been in a strong growth cycle until now when rotation from growth to value stocks within the market has been fierce and rapid. Could this be the start of a value phase? In this insight we explore recent market performance and how to navigate changing market cycles.