Who We Are
Ventis is an active equities manager dedicated to generating superior risk-adjusted returns for our clients. We are not just investors; we are your partners in financial growth.
Our Proposition
An investment team with over 100 years of collective experience at major firms, a consistent and proven investment process with risk management at the core has generated superior results over time. We believe in transparency and provide direct access to our key decision makers.
We capture investment opportunities like no other, operating under the AFSL of Delft Partners in Australia and SFC (Type 4 and 9) license of AOP Capital in HK.
Ventis was established as a JV between AOP Capital (est 2016) and Delft Partners (est 2011) in 2019, forging a presence in HK and Australia.
Investment Philosophy
- We believe markets are inefficient and active management adds value.
- Portfolio management necessitates managing risk AND return.
- All investment processes involve human judgement.
- The use of quantitative modelling in the investment process can reduce human biases.
- Judgement, knowledge and experience counters the tendency for quantitative models to be “precisely wrong”
- Within ESG we focus on G, as it provides insight into management stewardship of shareholder capital.
- Continuous research and refinement of processes are important to maintain competitive advantage.
Our Strategies
We are proud to present diversified investment strategies, each meticulously crafted to offer superior risk-adjusted returns.
Global Listed Infrastructure
Investing in companies that are indispensable to global economies, with a 6-year track record of superior risk adjusted returns relative to the universe of active managers and passive alternatives.
Future Food and Agriculture
Focuses on the global food and agriculture chain, offering stable cash flows and less volatility compared to traditional equities. Has generated superior risk adjusted performance relative to active and passive peers since inception.
Global High Conviction
A pioneering, value & quality-focused strategy, featuring 30 high conviction global stocks, boasting an 11-year track record of delivering superior risk adjusted returns.
Asia Dividend Champions
Targeting companies with favourable value and quality, along with high and sustainable dividend yields across Asia. This strategy has substantially outperformed benchmarks and peers since its inception in November 2021.
Ventis Team
Robert Swift
CIO
Robert is a CFA Charterholder with over 30 years of experience in investment management as a fund manager, head of asset allocation, and as a Chief Investment Officer. He is a member of the Count Charitable Foundation Investment Committee, a not-for-profit organisation. Robert is based in Sydney, Australia and covers Asian and North American markets. He previously held positions as head of multi strategies at BTIM in Sydney and a Chief Investment Officer at Putnam Investments in Boston, USA, jointly responsible for over USD200 billion.
Adam Upton
PARTNER
A portfolio manager with over 25 years experience in Asia, Adam is the lead manager of the Asia Dividend Champions strategy. Before founding AOP Capital in 2016 he was a Portfolio Manager with JPMorgan based in HK and prior to this was an equity analyst based in Australia with JPMorgan and ABN Amro. Adam graduated from the University of Technology, Sydney with an Honours degree in Business and has been a CFA charterholder since 1997.
Charles Wannan
DIRECTOR
Charles is the lead manager of the Future Food & Agriculture Strategy. He manages day-to-day activities including executing trades across, equities, bonds, futures and FX, and monitors markets and positions, as well as idea generation at AOP. Previously, Charles worked at Compliance Asia, where he headed both Business Analysis and AML teams, and was responsible for training and new projects at the firm. He graduated from Bond University, Australia with a Bachelor of Commerce.
Nick Wade
DIRECTOR
Nick has over 25 years of quantitative financial experience developing risk, analytical and forecasting models for a variety of organizations. Nick is a board member of the Chicago Quantitative Alliance in Asia, a member of the Institute of Directors (UK), and a frequent presenter at academic and industry conferences. He holds an honours degree in theoretical physics from the University of York, England, and an MBA from Northeastern University, Boston USA, where he worked for the finance department.