Drummond Capital Partners are the investment manager of the Partners Strategic Series Portfolios, offered exclusively to Ironbark Advice clients.
About UsPartners PortfoliosPortfolio InsightsDrummond Capital Partners are a multi-asset investment manager providing institutional grade portfolio management under the transparent and efficient managed account structure. The firm was established in Melbourne in 2017 and is owned and managed by the investment team that has a combined 100+ years of investment experience.
At Drummond, we believe in the power of asset allocation as academic evidence shows this is the primary driver of long term returns. We invest considerable time and resources into both strategic and tactical asset allocation which combined with our proprietary manager research deliver high quality, risk aware portfolios.
The Drummond Investment Philosophy is centred around the belief that markets are not always efficient in the short term. By minimising potential for losses in weak periods, we believe the compounded growth will be superior over time, creating a better investment journey.
We believe in active management both at a portfolio level (tactical asset allocation) and within the asset classes, seeking to identify which sub-sectors have persistent opportunities for outperformance (alpha) and seeking to find those managers best positioned to generate alpha over time.
The benchmark for this portfolio is the FE AMI Mixed Asset Moderate Peer Group. Investors should consider the investment horizon to be at least 3 years. In general, the portfolio will have a long-term average exposure of around 70% to defensive assets (including fixed interest and cash) and 30% to growth assets (including shares, property, infrastructure, and alternatives). However, these allocations will be actively managed within the allowable ranges depending on market conditions.
The benchmark for this portfolio is the FE AMI Mixed Asset Balanced Peer Group. Investors should consider the investment horizon to be at least 5 years. In general, the portfolio will have a long-term average exposure of around 50% to defensive assets (including fixed interest and cash) and 50% to growth assets (including shares, property, infrastructure, and alternatives). However, these allocations will be actively managed within the allowable ranges depending on market conditions.
The benchmark for this portfolio is the FE AMI Mixed Asset Growth Peer Group. Investors should consider the investment horizon to be at least 7 years. In general, the portfolio will have a long-term average exposure of around 30% to defensive assets (including fixed interest and cash) and 70% to growth assets (including shares, property, infrastructure, and alternatives). However, these allocations will be actively managed within the allowable ranges depending on market conditions.
The benchmark for this portfolio is the FE AMI Mixed Asset Aggressive Peer Group. Investors should consider the investment horizon to be at least 9 years. In general, the portfolio will have a long-term average exposure of around 10% to defensive assets (including fixed interest and cash) and 90% to growth assets (including shares, property, infrastructure, and alternatives). However, these allocations will be actively managed within the allowable ranges depending on market conditions.
The benchmark for this portfolio is the FE AMI Mixed Asset Aggressive Peer Group. This portfolio is a diversified, unconstrained high growth strategy and includes exposure to leveraged strategies. As such it is only suitable for those investors with a very long time horizon who are willing to accept significant volatility. The portfolio is comprised predominantly of Australian and International shares and hedge funds.
Listen to our investment team’s discussion of how markets are performing, our investment outlook and portfolio positioning.
Hear our research analysts discuss fund managers held in your portfolio and provide insight into why we invest with them.
Understand more about the companies that you invest in through the portfolio.
The Iran conflict has slightly pressured equity markets and pushed oil prices higher, though some supply improvements, such as tanker movement through the Strait of Hormuz and increased Saudi pipeline capacity, have helped. Asian economies are most exposed to energy risks, while the US is more resilient, and Australia may face minor disruptions but should maintain supply. Overall, the situation is expected to modestly weigh on global growth with limited impact on corporate earnings, so a prolonged bear market is unlikely. Portfolios remain overweight growth assets, with adjustments to be made if conditions worsen.
The Iran conflict has slightly pressured equity markets and pushed oil prices higher, though some supply improvements, such as tanker movement through the Strait of Hormuz and increased Saudi pipeline capacity, have helped. Asian economies are most exposed to energy risks, while the US is more resilient, and Australia may face minor disruptions but should maintain supply. Overall, the situation is expected to modestly weigh on global growth with limited impact on corporate earnings, so a prolonged bear market is unlikely. Portfolios remain overweight growth assets, with adjustments to be made if conditions worsen.
The Iran conflict has slightly pressured equity markets and pushed oil prices higher, though some supply improvements, such as tanker movement through the Strait of Hormuz and increased Saudi pipeline capacity, have helped. Asian economies are most exposed to energy risks, while the US is more resilient, and Australia may face minor disruptions but should maintain supply. Overall, the situation is expected to modestly weigh on global growth with limited impact on corporate earnings, so a prolonged bear market is unlikely. Portfolios remain overweight growth assets, with adjustments to be made if conditions worsen.
The end of the year provides an opportunity to spend time with family and friends reviewing how accurate last year’s outlook was and to (hopefully) be thankful for the investment returns markets have delivered. In this month’s Market Insight, we share our outlook for 2026. Our central case remains relatively benign, with low recession risk and supportive earnings expectations.
The end of the year provides an opportunity to spend time with family and friends reviewing how accurate last year’s outlook was and to (hopefully) be thankful for the investment returns markets have delivered. In this month’s Market Insight, we share our outlook for 2026. Our central case remains relatively benign, with low recession risk and supportive earnings expectations.
Active equity managers overall have struggled to deliver decent performance for many years now. They, on average underperform their respective market cap weighted indexes and charge investors a reasonable premium for doing so. So why do investors still allocate capital to active managers? In this month’s Market Insight, we review active and passive management within equity markets.
Active equity managers overall have struggled to deliver decent performance for many years now. They, on average underperform their respective market cap weighted indexes and charge investors a reasonable premium for doing so. So why do investors still allocate capital to active managers? In this month’s Market Insight, we review active and passive management within equity markets.
We first wrote about developments in AI in March 2023 and introduced it into our Strategic Asset Allocation Review as a modelled scenario a few months later. Since then, progress has been rapid. Models have become smarter, faster and less error prone. AI agents are becoming more widespread, and we are now getting glimpses of a future filled with AI powered robots. In this month's Insight we explain why the far future is even more exciting.
We first wrote about developments in AI in March 2023 and introduced it into our Strategic Asset Allocation Review as a modelled scenario a few months later. Since then, progress has been rapid. Models have become smarter, faster and less error prone. AI agents are becoming more widespread, and we are now getting glimpses of a future filled with AI powered robots. In this month's Insight we explain why the far future is even more exciting.
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Drummond Capital Partners Pty Ltd ACN 622 660 182, AFSL 534213, is the Investment Manager of the Partners Portfolios.
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