Pendal is an independent, global investment management business focused on delivering superior investment returns for our clients through active management. Our proven and experienced fund managers have the autonomy to make decisions with conviction, built on a philosophy of meritocracy that fosters success from a diversity of insights and approaches to investment. We strive for superior results through a performance culture that backs independent actions.
Pendal does not have a ‘house view’ and operates a multi-boutique style business offering a broad range of investment strategies across a global marketplace. Our investment teams are supported by a strong operational platform across risk and compliance, sales, marketing and operations, allowing our fund managers to focus on generating returns for our clients.
Our business is designed to attract and retain superior investment talent by offering a transparent remuneration model with the ability to manage capacity, which aligns the incentives of our investment professionals with clients’ outcomes.
Client success stands at the centre of everything we do and we recognise that trust is earned by delivering results and partnering with our clients to meet their needs.
Independence respected. Trust earned. Relationships nurtured. Success shared.
Pendal Corporate Structure
With $101.4 billion in funds under management (as at 31 December 2019), Pendal Group Limited is one of Australia’s largest and most enduring pure investment managers (ASX: PDL), with a market capitalisation of around $2.9 billion. The Pendal Group Limited Board consists of a majority of independent directors. Staff of Pendal and J O Hambro Capital Management (a wholly owned subsidiary) are significant equity holders, along with institutional and retail investors.
J O Hambro Capital Management
Pendal’s wholly owned subsidiary, J O Hambro Capital Management (JOHCM), is a boutique investment management business with offices in London, Singapore, New York and Boston specialising in the active management of equities. JOHCM manages assets of $GBP 53.1 billion as at 31 December 2019. Find out more at johcm.co.uk.
Similar to Pendal in Australia, JOHCM’s success has been founded upon recruiting experienced fund managers with proven investment pedigrees. They are attracted by its entrepreneurial approach, investment autonomy and centralised support.
Read more about our investment capabilities.