Our Philosophy

Our Strategies

Depth of Research

SHAW’s investment philosophy concentrates on finding sector-leading stocks with strong cash flows and high-quality management. Share selection for Your Portfolio clients focuses on identifying the stocks that meet each clients individual financial objectives and have the potential to deliver returns that outperform the market on a risk adjusted basis.

SHAW Balanced Portfolio has returned 135.4%

Since inception of the Balanced Portfolio in Jan 2000 its value has increased by 135.4% (excluding income received from dividends and other distributions and transaction fees). In the same period the benchmark S&P/ASX 200 Index has risen by 105.2%. The Balanced Portfolio's total performance is equivalent to a compound average growth rate (CAGR) of 12.1%. The strong performance of the Balanced Portfolio reflects the managers’ strategy to focus on major companies that generate strong cash flow and operate in strong market sectors.

To view our Balanced, Income & Growth Portfolios, click here.

SHAW's Your Portfolio is expertly managed by:

	Craig Sidney	BComm , CA , F Fin, SDIAM, ADA2(ASX)	Chief Investment Officer
	Craig’s financial experience stretches back 16 years and includes roles as Financial Controller, Company Secretary and Chief Financial Officer as well as accounting experience in both Sydney and London . Craig has worked with SHAW for more than 8 years. He has gained experience in equities, portfolio administration, cash management, margin lending and exchange traded options.
SHAW Research Team
	Scott Marshall		BE(Min)(Hons Class1), F Fin, MSDIA
	After graduating from the University of NSW, Scott worked for Consolidated Goldfields Australia for several years and was responsible for mine planning and design. This was followed by 16 years at AMP working as a Research Analyst and Portfolio Manager. Prior to joining SHAW in 1997, Scott was a Senior Portfolio Manager in a team managing equity assets worth $1 billion. He now manages the industrial research team at SHAW, is a Master Stockbroker and a representative on industry advisory committees.
	Ted Leschke		BSc Applied Geology, Grad Dip Economics
	Ted specialises in the resource sector and is a highly regarded equities analyst. He has over ten years experience working in both broking and funds management with coverage of both Australian and international resource companies alike. Prior to that Ted worked as a geologist at a number base metal and coal operations and in mineral exploration.
	Shane Bannon		BComm(Hons) CA, SF Fin
	After completing a BComm and qualifying as a Chartered Accountant, Shane commenced his stockbroking career in 1980. Over the years he has gained a reputation as one of Australia’s leading institutional analysts, specialising initially in banking, and since 1998, in the mid and small capitalisation area i.e. stocks outside of the ASX 100. The research produced by Shane’s specialist team particularly assists SHAW’s Advisors in selecting investments for the growth segment of client portfolios.