Investing

Don’t put at risk what you need, to get what you don’t need Warren Buffett

Investing is a process, and making or losing money is the outcome of the process. At Park Street Group, clients’ portfolios are built upon a clearly articulated investment philosophy and process. The philosophy draws upon the investment methodologies of Warren Buffett, Professor Robert Shiller and George Soros.

Park Street Group does not advocate the Efficient Market Hypothesis, nor do they adopt a “Set and Forget” approach. They firmly believe that economies and investment markets move in cycles, offering disciplined investors opportunities to achieve attractive after-tax returns within their risk parameters. If suitable opportunities do not present, then they advise clients to hold defensive assets such as cash and term deposits.

Clients can view a consolidated portfolio holdings report online at any stage and are regularly updated on all aspects of their investment strategy. Updates include Park Street Group’s Quarterly Market Commentary and their proprietary Investment Matrix and Share Matrix.

Park Street Group can advise on:

Defensive Investments:

  • Cash account and term deposit solutions
  • Government bonds
  • Corporate bonds
  • Hybrids (lower risk)

Growth Investments:

  • Hybrids (higher yield/risk)
  • Property (other than direct)
  • Australian shares
  • International shares
  • Private Equity
  • Hedge Funds

Park Street Group can trade for clients in listed securities, unlisted managed funds, listed investment companies and Exchange Traded Funds (ETFs). They also have an extensive knowledge of margin lending and structured products, however those strategies are generally inappropriate for their typical client’s goals and objectives.

Portfolios can be managed on a discretionary or non-discretionary basis.