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Services 2019-05-16T07:49:31+00:00

Portfolio Evaluation

With the financial markets ever changing it’s important portfolio construction moves with the times. As part of our service, a full portfolio review will be completed upon commencement of our partnership together.

The intention is to help minimise any ongoing risks that could be detrimental to performance within the portfolio, and to identify new opportunities and investment ideas that could help deliver superior outcomes for clients.

Click here for you free Portfolio Review

Research

Medallion has access to a vast range of research material helping our investment committee to collate ideas and form robust investment thesis. Via our monthly report and weekly market wraps our clients will be given direct insight into the thoughts and minds of our investment team. Each monthly report will provide general advice and information on some of the best opportunities in the Australian equities market as well as containing a comprehensive macroeconomic overview.

Each business has been carefully analysed and selected by our highly experienced advisory team in order to help clients make confident and informed investment decisions.

Click here to ask about a specific stock

Trading Platform

For client convenience Medallion Financial will look to facilitate portfolio transactions through a number of trading platforms including ANZ share investing, CommSec and CMC markets. In each instance clients will have their own segregated trading account, HIN number and cash settlement account established with one of Australia leading banking institutions.

Click here to set up a trading account

FAQs

Medallion Financial Group takes its inspiration from the US fund manager, Renaissance Technologies flagship fund, the Medallion Fund. Over the last 28 years, this fund has established itself as the most successful fund of all time.

Medallion Financial works with all types of clients ranging from individuals, self-managed super funds, trusts and charitable organisations. Whether clients have been investing for many decades or are just starting out, information is power, and we believe our research and investment strategy can benefit any investor.

At Medallion Financial we look at both short and long-term opportunities. Keeping this in mind, to form a reasonable judgement and get the most out of equity markets, we recommend an investment time frame of at least 12 months.

At Medallion we follow at top down investment approach. Firstly, we look at global macroeconomics to identify trends in various sectors, following this we conduct fundamental analysis to find business that meet our financial criteria. Finally, we use technical indicators to help in determining the correct entry and exit strategy.

Setting up an account with us is very straight forward. At Medallion Financial we have a back-office team to help streamline the accounts process. We have a partnership with CBA, ANZ and CMC market platforms and clients are set up with their own segregated accounts. Shares are help with CHESS under the client’s own individual HIN.

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