The ELMRI ANZ Conviction Fund is a high‑conviction portfolio of what we observe to be best domestic opportunities. Guided by our integrated Sustainability and Investment Frameworks, we identify and invest in innovative companies positioned at the forefront of the structural shifts transforming the global economy.

These are businesses driving the transition to a more sustainable and equitable world, and in doing so, are creating the potential for strong, long‑term financial returns for our investors.

Our Investment Framework includes traditional financial models and analytical methods, with an emphasis on identifying innovative, high-quality companies. We look to draw a road-map for how shareholder value could be created and realised by the market, identify sustainable long-term competitive advantages, and integrate analysis of each company’s financial performance and ESG integration.

Through our Sustainability Framework we are guided by the United Nations Sustainable Development Goals, which we use to ensure companies are aligned with the most pressing challenges facing humanity. We then apply the Impact Management Project’s Five Dimensions of Impact, to prioritise those companies that are actively contributing to the solutions for these problems.

Through this process we identify a pool of possible investments, then constructing a portfolio of between 10-30 companies, prioritising our highest conviction ideas.  We maintain a long-term investment horizon, and behave like business owners, not stock traders.