We have had significant success investing our own capital across various asset classes. Our group’s strategic priorities are targeted towards managed funds, property and private equity. 

Managed funds

As a family, we value long term partnerships and seek high quality, aligned investors in the following areas:

• listed equities 

• unlisted equities, including control or minority positions 

• listed and unlisted credit 

• private equity and venture capital funds

• hedge funds and other low correlation strategies

While we do not seek seed-capital opportunities, we do invest directly in private markets with capacity to participate across the capital structure. 

Property

Investing in property has been a focus of the Group since its inception, with exposure obtained directly and indirectly, across the risk spectrum - yield, value-add & development. While the developments have been largely residential and successfully exited, the Group continues to own a diversified commercial and residential portfolio within Australia and New Zealand.   

We are also a trusted capital partner to selective property developers, leveraging our experience to acquire and develop property to create long-term value. Our entrepreneurial approach means we are comfortable investing across the capital structure to align the interests of all stakeholders.  

Our capital commitment is generally <$3 million per transaction with security, with a mandate to seek development opportunities of less than 30 units. 

Private Equity

The Group has a long history in private equity as a direct investor in multiple businesses at different stages of their life cycle and across industries including agriculture, education and hospitality.