ASSET MANAGEMENT
Our capabilities include both direct and indirect investments creating balanced portfolios for each investor, based on their risk, investment interest, family business and cash flow requirements. Funds are not pooled with other investors, creating the flexibility to construct tailored investment strategies for each investment vehicle. We recognise the desire for investors to have control of their investment journey, and focus on delivering the best performance within their chosen parameters.
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DIRECT INVESTMENTS
We specialise in Australian Equity investments creating diversified value portfolios which benefit from the stability and longevity of the Australian equities space to deliver outperformance.
INDIRECT INVESTMENTS
We seek out talented managers who have consistently delivered in their space over time. We are sector and region agnostic, while creating the optionality to dedicate capital to new thematic trends. Our investment philosophy seeks out value opportunities centred around our ESG investment parameters.
PUBLIC MARKETS
Public equities provide the liquidity and value opportunities in down markets, while developing short-term thematic value upside to portfolio construction.
PRIVATE EQUITY AND VENTURE
Early stage development investments and other private asset opportunities form part of a long-term strategic focus, delivering growth to our global portfolios.