Investment solutions

A pioneer in private markets

With the potential for diversification and returns, private markets are becoming an integral part of investors’ portfolios.

Our approach

We manage capital for some of Australia’s largest institutions and superannuation funds and offer investment solutions for family offices, foundations, endowments and high net worth investors across the world.

Enduring relationships with investors are at the very heart of our business, our values and how we operate. Understanding our clients’ objectives is critical in enabling us to develop bespoke solutions that maximise long-term value from their investments.

SOLUTIONS

Our investment solutions for sophisticated investors include:

We have provided bespoke, separately managed account solutions to clients since 2003. Our primary objective is to develop long-term trusted partnerships that create enduring value and returns for our clients. We achieve this through tailored investment programs that leverage our extensive experience and on-the-ground expertise.

We provide commingled vehicles for several specific investment strategies, including:

Our SIV-complying fund invests in late-stage growth capital and small to mid-cap private equity buyouts. This strategy is a continuation of our core Australian investment strategy. SIV applicants benefit from the governance and risk controls instilled within our organisation during our 25+ year history of investing on behalf of leading Australian institutions.

Understanding private equity secondary investments

Frewen Lam speaks to the fundamentals of private equity secondaries, including the key drivers for investors to buy and sell secondaries.

Contact Us

If you’re a sophisticated investor, a business seeking capital or a business adviser with an opportunity you would like to discuss, please contact our team today. For business owners seeking capital please also include a brief description including the company name and turnover.

Hive and Wellness Group

(Unrealised)

Investment Year

EXIT YEAR

Description

The Local Broadband Network Company (LBNCo) is an installer and owner of superfast broadband networks in residential developments. LBNCo is engaged by property developers to install and maintain the fibre infrastructure, and sells ‘wholesale’ network acces to the retail service providers who then provide services to the tenants. LBNCo is now part of Uniti Group (ASX: UWL) following its acquisition in August 2019.

Stone Axe Pastoral

(Unrealised) 

Investment Year

Description

Stone Axe is a producer of ultra-premium wagyu beef. The company has operations in NSW, QLD, WA and Victoria and is actively growing its herd via large scale embryto transfer program. Stone Axe has rapidly grown to become on of the largest fool blood wagyu producers in the world.