Private Portfolio Managers (PPM) has received impressive inaugural ratings from SQM Research for its managed account portfolios, confirming the strength of its investment approach while simultaneously announcing plans to expand its business development team to capitalize on this achievement.
In its first-ever SQM assessment, PPM’s Global Equities Growth SMA secured a strong 4.25/5 star rating, placing it in the “Superior” category with a “High Investment Grade” designation. The Australian Equities Growth SMA also performed well, achieving a 3.75/5 star rating, classified as “Favourable” and “Investment Grade.”
Hugh MacNally, Executive Chairman at PPM, stated, “These strong inaugural ratings validate the investment process and philosophy we’ve refined over many years. While our long-term clients have benefited from our approach for decades, these independent SQM ratings now provide advisers and new investors with additional confidence in our managed account solutions.”
The ratings come at a significant time for PPM, as the firm announces the promotion of Warren Jones to Head of Financial Adviser Distribution. In this expanded role, Jones will lead efforts to grow PPM’s presence in the adviser channel, with immediate plans to add a new business development team member focused on the firm’s SMA offerings.
“The timing couldn’t be better to strengthen our distribution capabilities,” said Jones. “With these SQM ratings providing independent validation of our investment approach, we’re well-positioned to expand our relationships with financial advisers seeking high-quality managed account solutions for their clients.”
SQM Research’s rigorous evaluation process examines investment processes, risk frameworks, performance track records, and organizational structures. The research house noted that PPM’s concentrated portfolios demonstrate “a well-defined investment strategy and approach” with “highly experienced and stable investment teams.”
PPM’s managed account portfolios follow a disciplined Growth at Reasonable Price (GARP) approach, focusing on identifying companies with superior cash return on invested capital characteristics, conservative balance sheets, and rational competitive dynamics. This thematic investment style aims to capture long-term structural opportunities through detailed fundamental research.
The expanded business development team will focus on educating advisers about PPM’s investment approach and the benefits of its SMAs, which are currently available on the HUB24 platform. With management fees of 0.87% for the Global Equities Growth SMA and 0.66% for the Australian Equities Growth SMA, both portfolios offer competitive pricing with no performance fees.
Financial advisers interested in learning more about PPM’s SQM-rated managed accounts please contact:
Warren Jones
Head of Financial Advisor Distribution
email: wj@ppmfunds.com
Mobile: 0422 819 116
About PPM
Founded in 1995, Private Portfolio Managers Pty Limited (PPM), is a privately owned boutique investment manager with a well established track record of constructing concentrated Australian Equities, Global Equities and Multi-Asset portfolios for our clients and their financial advisers. Our investment objective is to grow our clients’ portfolios over the long term using a disciplined & well researched investment process which seeks protection of capital with risk assessed tax effective returns. PPM offers Individually Managed Account (IMA) and Separately Managed Account (SMA) investment solutions across a number of broad investment strategies including balanced, income and growth style portfolios. For more information about PPM and our services please visit our website at www.ppmfunds.com.
About SQM Research ratings
The ratings contained in this document are issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.