Established in 2006, Phoenix Portfolios (Phoenix) is a boutique equity investment manager which has built a solid track record across a variety of A-REIT mandates, property securities funds and microcap securities, culminating in numerous industry awards.
To succeed in the highly competitive investment sphere, Phoenix seeks to be experts in niche sectors of the market, including property, infrastructure and small/micro-cap stocks. Phoenix’s focus on in-depth research provides a knowledge-based competitive edge.
Phoenix Portfolios is jointly owned by staff and 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.