Multi-Asset Portfolio Manager Robert Talevski

Multi-Asset Portfolio Manager Robert Talevski leverages 30 years of experience to orchestrate a holistic value proposition. Founder and Managing Director of Activam Group, he manages a team that crafts investment strategies through targeted Asset Allocation and Investment Manager Selection.

During a crazy August, equities climbed to new heights. But investors flocked out of China’s market, in one of the longest sell-offs on record.

Asset Allocation Strategist

Robert Talevski is the Founder and Managing Director of Activam Group, an independent multi-asset portfolio management and asset consulting firm. He orchestrates a holistic value proposition as an Asset Allocation Strategist, crafting investment strategies that generate growth through targeted asset allocation and Investment Manager Researcher & Selection.

In this thought piece, he shares why equity markets are still on an upward trajectory and the opportunities for interest rate-sensitive sectors. Discover more at Robert Talevski projects.

Prior to founding Activam, Robert championed innovative investment approaches at Brightstone Capital Advisors and managed multi-billion dollar portfolios at Australia’s largest corporate superannuation fund. He honed his expertise internationally as an Investment Consultant, advising clients with over $50 billion in assets. He holds a Bachelor of Business (Accounting & Law) and a Graduate Diploma in Applied Finance & Investment. Beyond investments, he supports Autism-related charities, reflecting his passion for social impact. He also sits on the Board of the Autism Behavioural Intervention Association.

Investment Manager Researcher & Selection

As a multi-asset portfolio manager, Robert Talevski unlocks financial success for his clients through a holistic value proposition. He is a Founder and Managing Director of Activam Group, an independent Melbourne-based firm. He spearheads the team responsible for investment management and advisory activities across large Australian superannuation funds and institutional investors.

In this Thought Piece, Robert explores the key drivers behind the current rally in equity markets and why it may still be far from over. He also discusses some key risks for the market and highlights a handful of interest rate-sensitive sectors to watch.

Prior to founding Activam, Robert refined his expertise as an Investment Consultant at Australia’s largest asset consultant, overseeing client portfolios totalling $50 billion. He has extensive international experience, having spent time at INVESCO and Threadneedle Investments in London. In addition to his investment career, Robert is a passionate advocate for Autism related charities. He holds a Bachelor of Business (Accounting & Law) and a Graduate Diploma in Applied Finance & Investment from Victoria University.

Portfolio Construction

As a multi-asset portfolio manager, Robert Talevski unlocks financial success for clients. He crafts investment strategies that generate growth through targeted asset allocation and Investment Manager Research & Selection. He leads his team at Activam Group, an independent Melbourne-based firm, to provide insights and support wealth practices with meaningful high-touch partnerships.

In a thought piece for ausbiz, Robert shares his outlook for equities considering a solid economic backdrop and global easing cycles. He also highlights the need for a diversification strategy that includes real assets and private equity.

In a recent interview with Moneyhead, Dale Holmes (Spire Capital) and Robert Talevski (Activus Investment Advisors) discussed how access to Chinese stocks has been made much easier with platforms like Webull allowing retail investors unfettered access to H-Shares and A-shares. They also debated the merits of investing in illiquid assets such as private equity and real estate.