WHAT WE OFFER
Expert and Independent Equities Support for your business
Bluebird offers ASX listed model portfolios including: High Growth, Growth, Core, Income and a selection of diversified portfolios, that utilise ETFs. The portfolios contain our highest conviction ideas from our comprehensive ASX 200 research which employs Quality, Value and Momentum factors to uncover the best investments within the ASX 200. Bluebird issues regular portfolio performance reports with performance independently verified. The adviser is free to choose the degree to which they follow the model portfolios via their own individually managed accounts or via SMAs or MDAs.
ASX 200 COMPANY RESEARCH
Bluebird provides truly innovative research which focuses on identifying quality companies offering value. We add another factor, momentum, because we like to 'get on at the station' rather than 'hoping the train will stop in front of us'. What we don't want are quality companies that are expensive or poor quality companies that are cheap. This is EXACTLY where most investors go wrong. We employ a very rigorous investment process which investigates and rates every single stock in the ASX 200 for Quality, Value and Momentum.
RELIABLE INVESTMENT SUPPORT
Bluebird provides a number of investment support services including: weekly portfolio and stock metrics report, performance reports, corporate action reports, email updates, thematic presentations, SOA and ROA text file and daily investment query support.
As Bluebird model portfolios establish a track record, Bluebird intends to roll-out the portfolios on to SMA and MDA platforms. The Director, Bill Keenan, worked at Lonsec (a leading funds management rating firm) for 11 years and is experienced in the requirements to set-up a professional portfolio management business.