Navegar Portfolio Management is a newly created entity for the purpose of managing the Navegar Separately Managed Accounts via the Navegar PM.

Navegar is a corporate authorised representative of SGN Financial Pty Ltd AFSL 490523.

BROAD INVESTMENT PHILOSOPHY

Our client outcomes are at the heart of the Navegar investment philosophy;

We aim to build robust investment portfolios which are tailored to meet the objectives of our clients;

We believe that a diversified approach to portfolio construction, with a strong focus on risk, is critical to achieving portfolio objectives;

Skilled active management at a reasonable cost has the ability to add value over and above the index to varying degrees in asset sectors;

The effective use of passive investment management can result in cost efficient outcomes in certain circumstances;

Blending strategies with low correlations and non-directional strategies is critical in achieving true diversification.

Investment Committee

The Navegar Portfolio Management Team is responsible for the construction of true to label, risk managed and cost effective investment portfolios for SGN Financial clients and for the implementation of investment solutions across the SGN Financial business in all active investment risk profiles and Managed Accounts.

The Navegar PM consists of experienced financial planning practitioners with deep understanding of their clients’ needs.  Key Navegar members have over 20 years average experience each in building client portfolios and making investment decisions on behalf of clients.

The Navegar PM decision making process is further strengthened by the appointment of a highly skilled investment consultant such as Lonsec Investment Research and JANA, who provide manager research and selection capabilities as well as macro environment analysis and advice to the IC.

Ironbark Asset Management (IBAM) is another key member of the IC providing an institutional grade operations, governance and compliance framework which is well-rated by asset consultants.