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Balanced Fund: 2022

Truffle Asset Management is an owner managed business with a rigorous investment process based on bottom-up fundamental research, downside protection and risk management. Truffle Asset Management has a stable team of investment professionals with a vast depth of experience and an excellent long-term track record in managing balanced funds. Truffle Asset Management was established in 2008.

Truffle embeds environmental, social, and governance factors into its investment decision-making process, and supports this by factoring non-financial risks into company valuations. This affords Truffle a holistic view as it seeks to actively engage investee companies on sustainability issues.

Proxy voting

Investee company
Share code
Event type
Date
NRP
Annual General Meeting
30-Jun-22
ABG
Annual General Meeting
03-Jun-22
GND
Annual General Meeting
03-Jun-22
SBK
Annual General Meeting
31-May-22
NED
Annual General Meeting
27-May-22
OMU
Annual General Meeting
27-May-22
ARA
Annual General Meeting
25-May-22
EXX
Annual General Meeting
25-May-22
MTN
Annual General Meeting
25-May-22
TGA
Annual General Meeting
24-May-22
SSW
Annual General Meeting
24-May-22
ANG
Annual General Meeting
16-May-22
QLT
Annual General Meeting
12-May-22
MTA
Annual General Meeting
05-May-22
BTI
Annual General Meeting
28-Apr-22
GLN
Annual General Meeting
28-Apr-22
ANH
Annual General Meeting
27-Apr-22
AGL
Annual General Meeting
19-Apr-22
HYP
Ordinary General Meeting
25-Mar-22
SCD
Annual General Meeting
08-Mar-22
NTC
Annual General Meeting
04-Feb-22
ARL
Annual General Meeting
03-Feb-22
VKE
Ordinary General Meeting
31-Jan-22
BHP
Ordinary General Meeting
20-Jan-22