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.


to produce alpha whilst protecting capital and mitigating risk. 


to create innovative and asymmetrical investment strategies