Leyland Private Asset Management
Stock Broker in Melbourne

Access to the best research, best reporting and dedicated portfolio managers allows for superior service and results for our clients. Our conservative, coupled with our value investing philosophy has seen our clients achieve superior long term gains, long term approach, whilst experiencing a very high level of service from our dedicated portfolio managers. Leyland private asset management has managed the private wealth needs of individual investors since 2003.

We look for undervalued companies with sound businesses and quality management. We adopt a moderate to long term outlook for our investments. Whilst each account is managed below individual mandates and therefore performance differs from account to account, we are extremely happy with our average return of 34 behind fees in 2007 and an usual of 26 over the preceding three years. Leland’s Investment team is extremely experienced and qualified in a range of disciplines. Each member brings a complimentary set of skills to the investment table.

During this time, many of Charles’ clients expressed a desire to have their investment portfolios professionally managed. Charles thus established Leland Private Asset Management, with the goal of becoming his clients’ personal fund manager and administrator. He then asked himself: If someone were managing my funds, what would I expect from them? Individual client management, tailored portfolio solutions. Above market performance (on average) since inception. State of the art reporting and administration systems.

We are considered a trusted and confidential adviser to our clients with relationships built over a long period. Being a boutique firm, our clients are ensured a personal relationship and premium service with investment portfolios individually tailored to each client’s unique requirements. AMA’s permit for a tailored investment strategy to be developed and implemented efficiently, whilst also providing full transparency as to the content and performance of the portfolio. When establishing an investment mandate we discuss with each investor their individual goals, preferences, existing investments and personal disposition. Stockbroking services are available for clients who do not want their portfolio professionally managed, but prefer instead to deposit their own orders and look behind all their own administration and paperwork. The experienced advisers at Leland Private Asset Management have access to a wide array of resources to aid you to manage a portfolio to your specific requirements, ensuring you benefit from the uppermost smooth of service and advice. Mitigate risk by accepting in detail the businesses you buy. When building a share portfolio, one is becoming a portion owner in a number of businesses, and the success or otherwise of the portfolio will be determined by the triumph of those constituent businesses. We are homey to grasp investments through volatile periods as long as the underlying fundamentals of the company remain intact. Investments can rise and fall. As our clients each operate lower individual mandates, performance at an individual account level can vary. Lower are some books which we support to investors who would like to further understand the superior minds in the market and other interesting topics: The second member of the outrageous BuffettMunger duo which can be witnessed in Omaha each year. These two books are written by one of America’s all time great fund manager’s. Charlie hunger discusses investing with BBC. Specific Mandates If a family office uses multiple fund managers, they may engage Leland to undertake investment lower a specific mandate which fits the larger investment profile. Detailed reporting also makes management and monitoring of investments quick and easy. Our experience is that the needs of the professionals change with different life circumstances: Profit more than outweigh costs and investment considerations are paramount. The portfolio managers at Leland are capable to bear advice to specifically tailor portfolios for these unique situations. Whether you are an expat living and occupied overseas, or an international investor looking to take advantage of the investment opportunities available in Australia, the portfolio managers at Leland can tailor a portfolio to reflect the unique requirements of the investor. Charles is probably one of the superior strategists I have ever met in my life and one of the smartest professionals I have ever worked with. Charles is a vast chap, excellent at his work and very reliable. Thank you Charles for all your assistance.