Sam Theodore

Paradice is an active, medium- to long-term manager which employs a bottom-up approach including qualitative and quantitative analyses to invest in small, mid, large and global equities. They invest globally but have a focus on Australia. The firm aims to buy shares which they believe are underpriced and expect to grow at rates greater than the market, favoring well-managed, good value companies that have significant growth opportunities due to competetive advantage. Paradice's company visitation program utilizes proven valuation techniques and models including Price to Earnings, yield, free cashflow, discounted cashflow, EBIT, sales margin, revenue and profit growth half by half, enterprise valuation multiple, interest coverage, return on assets, return on equity and return on incremental capital employed. In addition, they assess potential companies' financial statements, the industry in which they operate, their market position, comparative advantage, business strategy, operating systems, the quality of their Board and management and whether the key drivers of the business are sustainable.

BlackRock IM-Australia employs a disciplined process and analytical tools to construct portfolios from a variety of investment products across asset classes, market-caps, styles and geographies. Their enhanced-passive investment style is based mainly on an indexed approach and permits a large number of small, active stock positions in the portfolio, seeking to add value above the benchmark. The firm manages fixed-income portfolios with exposure to global bonds as well as bond portfolios denominated in various currencies. They partner with the BlackRock Solutions team to ensure standardized metrics for consistently assessing and managing risk in line with their clients' objectives.

Provides brokerage services