We started enlythora in 2019 because the investment advice landscape felt broken. Too many firms told clients what they wanted to hear instead of what they needed to know. So we built something different—a research practice focused on honest analysis and realistic expectations.
Six years of learning what actually works when helping people make investment decisions.
Started with three analysts and a borrowed office in Sydney. Our first client asked us to review their portfolio—we found issues their previous advisor had missed for years. That conversation shaped everything we built afterward.
Moved to Baulkham Hills and expanded the team. We'd proven the model worked, but scaling meant teaching others our approach. Spent months developing training materials that actually captured how we think about risk and opportunity.
Now working with over 300 clients across Australia. We've refined our research process significantly—what took us three weeks in 2019 now takes about five days, with better accuracy. Still learning every quarter.
Investment research is ultimately about judgment calls. Here are two of the people making those calls—their backgrounds matter because experience shapes how you interpret data.
Leif spent eight years at institutional funds before joining us. He's particularly good at spotting inconsistencies in company disclosures—the kind of details that matter more than most people realize. His analysis style is cautious, which balances well with the team.
Ruairi joined in 2021 after running a boutique advisory practice. He brings a practical perspective that keeps our research grounded. When we start getting too theoretical, he's usually the one asking "but what would you actually do with this information?"
We don't sell products or earn commissions. Our only income comes from advisory fees, which keeps our incentives aligned with clients. It's a simple structure that eliminates most conflicts.
When our analysis is uncertain, we say so. Markets are complex and predictions fail regularly. We share our confidence levels along with our conclusions because context matters as much as the conclusion itself.
Academic theory is useful, but it needs to work in real portfolios with real constraints. We focus on strategies that fit within Australian tax structures, liquidity requirements, and actual human behavior patterns.
Our methodology has evolved through trial and error. These are the core elements that consistently produce useful insights.
We start with fundamental analysis—financial statements, business models, competitive positioning. Then we layer in market dynamics and valuation context.
Understanding downside scenarios matters more than projecting upside. We spend significant time identifying what could go wrong and how probable those outcomes are.
Theory suggests optimal allocations, but real portfolios need to accommodate behavioral realities and practical constraints. We balance quantitative models with qualitative judgment.
Whether you're reviewing an existing portfolio or considering new strategies, we're happy to explore your specific situation. First conversations are straightforward—no sales pitch, just analysis.
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