Expert insights – Colin Mackay
Leveraging research and data to uncover opportunities
Expert insights – Colin Mackay
Leveraging research and data to uncover opportunities
RESEARCH AND INVESTMENT STRATEGY MANAGER
Colin is responsible for research and investment strategy across Cromwell’s Australian platform. He advises the business and investors on market and sector trends,
opportunities, and risks. He is also responsible for developing investment strategies synthesised from thematic-based macro strategy and bottom-up analysis of real estate and capital market fundamentals.
Colin joined Cromwell in 2023 from AMP Capital, where he most recently led the firm’s retail real estate research.
Our research-driven investment strategy
Research plays an important part in our investment process, influencing our broader investment strategy. It aims to cut through the noise and challenge assumptions that arise from human perceptions.
The top-down thematic approach determines our preferred strategy for buying, selling, and managing our portfolio of investments, while market fundamentals allow us to uncover suitable assets at the right price. From there, we can identify and evaluate investment opportunities.
Watch the video to learn more.