About
our history
Above the Index Asset Management Pty Ltd (ATI AM) was established in September 2004 as a boutique Australian equity manager, specialising in the manufacture of Australian equity portfolios. Options overlays are utilised to mitigate risk and provide income generation.
ATI AM has previously managed investment mandates on behalf of companies including Advance, BT, IOOF, OneVue and Zurich.
our team
david liu – portfolio manager
David is the portfolio manager and has responsibilities for stock selection and risk management within the ATI AM portfolios.
David was one of the founding principals of ATI AM and has been in the finance industry for over 25 years.
He has extensive experience in portfolio management, financial forecasting and company modelling.
richard kosmac – dealing & implementation
Richard has responsibility for front office management and dealing functions in addition to ensuring the tax-effective implementation of the investment decisions. He has been with ATI AM since December 2005.
Mission
to produce alpha whilst protecting capital and mitigating risk.
Vision
to create innovative and asymmetrical investment strategies
Values
- Commitment
- Quality
- Respect