Investment Managers - Investors Mutual Limited (IML).



IML was established by Anton Tagliaferro in May 1998. An Australian equities specialist, IML has grown steadily since then to more than $5 billion in funds under management at 30 April 2008. Investors Mutual has a conservative investment style with a long-term focus, and aims to deliver consistent returns for clients. IML achieves this through the disciplined application of a fundamental and value-based approach to investing.

IML has a consisitent ‘quality and value’ approach to managing client’s funds. IML aims to provide clients with true to label ‘value style’ investment funds. Whilst smaller in size than some of its competitors, IML is flexible and apaptable to changing market conditions.

IML seeks to buy companies that have a competitive advantage, recurring earnings that can grow over time and are run by capable management. IML invests in these companies when they are trading at attractive valuations. The selection process is systematic, discplined and focuses on companies that meet the strict investment criteria. IML uses an active ‘bottom-up’ approach to identifying and valuing quality companies.

IML’s underlying philosophy is based on the premise that a company’s share price will reflect its underlying value in the long-term.

ASX

Premium is listed on the Australian Stock
Exchange ASX code: PRV
Financial Year End: 30 June
Dividends paid: March, September