About Phoenix Portfolios
Established in 2006, Phoenix Portfolios (Phoenix) is a boutique equity investment manager which has built a strong track record across a variety of A-REIT mandates, property securities funds and microcap securities, culminating in numerous industry awards.
Phoenix seeks to be an expert in niche sectors of the market with a focus on in-depth research to develop a knowledge-based competitive edge. Fundamental research, conducted by a highly experienced and stable investment team, has also enabled solid long-term relationships to be developed with the management teams and boards of investee companies, improving the quality and robustness of the research process.
Phoenix Portfolios is jointly owned by staff and an entity within ASX-listed Cromwell Property Group (Cromwell). Joint ownership with staff promotes long-term stability and a strong alignment of interest between employees and investors. Cromwell is an active participant in direct property markets and provides valuable insights into the Phoenix research process.
Phoenix has outsourced all non-investment functions to specialist providers, enabling the team to focus solely on investment activities.
Stuart Cartledge
Portfolio Manager, Cromwell Phoenix Property Securities Fund
Stuart Cartledge is the Managing Director of Phoenix Portfolios and the portfolio manager for each of the company’s property portfolios/funds. Prior to establishing the business in 2006, Stuart had built a very strong track record in the listed property security asset class in his role as Head of Property Securities at Citigroup Asset Management. Stuart has been actively managing portfolios of domestic securities since 1993 and was instrumental to building the A-REIT business at Citigroup. Stuart holds a master’s degree in engineering and Management from the University of Birmingham and is a Chartered Financial Analyst.