Sterling & Freeman is a boutique asset management firm based in Australia. Although we are boutique in size, we are big in execution and experience. Since launching in 2015, we have managed investments with a disciplined, value-based philosophy for institutional, family office and high net worth investors.

Our core focus is to enhance value by delivering investment returns via well-structured products while preserving capital. We manage investments with a disciplined, value-based philosophy. We focus on aspects where we have exceptional expertise such as credit, real estate, asset protection and opportunities where we see value.

Our goal is to ensure continued success whilst also building enduring value for our investors through the highest level of performance and risk management. Our core focus is to increase investors’ wealth by delivering investment returns via well-structured products while preserving capital. Our portfolios offer strong security, superior risk-adjusted returns and capital preservation.

Performance through
simplicity & security

To manage portfolios successfully, we believe five closely connected capabilities are required.

  1. Market insights
  2. Asset allocation
  3. Investment manager research
  4. Risk mitigation framework
  5. Portfolio implementation

 

Our Values

To ethically deliver proactive and sustainable solutions for our clients through the four pillars.

  • Integrity
  • Excellence
  • Commitment
  • Respect