Investors Mutual

www.iml.com.au

Investors Mutual Limited (IML) is a specialist Australian Equities Fund Manager, established in 1998 by Anton Tagliaferro. The IML team applies a conservative quality and value-based investment style with a long-term focus and aims to deliver consistent returns for clients. IML has an active, ‘bottom-up’ approach to identifying, researching and valuing quality companies. Our approach is systematic, disciplined and focuses on finding companies that meet our investment criteria and then determining an appropriate valuation for those companies. We look to invest in companies with four clear quality characteristics: • Competitive advantage • Recurring earnings • Capable management • the ability to grow over time Additionally, from a valuation perspective it is important that such companies be trading at a price below what we believe represents the long-term underlying value of the company. IML currently manages the following Funds: • Australian Share Fund • All Industrials Share Fund • Concentrated Australian Share Fund • Future Leaders Fund • Smaller Companies Fund • Small Cap Fund • Equity Income Fund Please get in touch if you are interested in how our funds can benefit you or your clients. While the information posted on this page been prepared with all reasonable care, Investors Mutual Limited (AFSL 229988) accepts no responsibility or liability for any errors, omissions or misstatements however caused. This information is not personal advice. This advice is general in nature and has been prepared without taking account of your objectives, financial situation or needs. The fact that shares in a particular company may have been mentioned should not be interpreted as a recommendation to buy, sell or hold that stock.

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Investors Mutual Limited (IML) is a specialist Australian Equities Fund Manager, established in 1998 by Anton Tagliaferro. The IML team applies a conservative quality and value-based investment style with a long-term focus and aims to deliver consistent returns for clients. IML has an active, ‘bottom-up’ approach to identifying, researching and valuing quality companies. Our approach is systematic, disciplined and focuses on finding companies that meet our investment criteria and then determining an appropriate valuation for those companies. We look to invest in companies with four clear quality characteristics: • Competitive advantage • Recurring earnings • Capable management • the ability to grow over time Additionally, from a valuation perspective it is important that such companies be trading at a price below what we believe represents the long-term underlying value of the company. IML currently manages the following Funds: • Australian Share Fund • All Industrials Share Fund • Concentrated Australian Share Fund • Future Leaders Fund • Smaller Companies Fund • Small Cap Fund • Equity Income Fund Please get in touch if you are interested in how our funds can benefit you or your clients. While the information posted on this page been prepared with all reasonable care, Investors Mutual Limited (AFSL 229988) accepts no responsibility or liability for any errors, omissions or misstatements however caused. This information is not personal advice. This advice is general in nature and has been prepared without taking account of your objectives, financial situation or needs. The fact that shares in a particular company may have been mentioned should not be interpreted as a recommendation to buy, sell or hold that stock.

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Country

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City (Headquarters)

Sydney

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Employees

11-50

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Founded

1998

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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  • Executive Director

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  • Head of Marketing and Communications

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  • State Manager - Vic , Tas and Wa

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