Cromwell partners with boutique investment management firm Phoenix Portfolios Pty Ltd (Phoenix). Phoenix specialises in listed property investments and is the investment manager for Cromwell Phoenix Property Securities Fund, Cromwell Australian Property Fund (listed securities allocation via the Cromwell Phoenix Property Securities Fund) and Cromwell Phoenix Opportunities Fund.
The highly experienced team at Phoenix have a long and successful track record of managing portfolios of Australian listed property securities. Phoenix undertakes proprietary research on individual securities in order to determine the most attractive investment opportunities for its clients.
As a value manager, Phoenix looks to achieve outperformance by identifying securities representing good value and whose fundamental attributes are inconsistent with their current prices, and selling once they become overpriced.