A boutique, globally-focused investment management & research firm. 

Australian based, established in 2013.

Research, advice and portfolio management services for sophisticated investors, financial advisors and private individuals (from all walks of life). Aiming to achieve better risk-adjusted investment returns within a dynamically evolving world.

A strength of ours is that we are very intense and thoughtful as to how we analyse and operate in markets.

A weakness of ours is that we are very intense and thoughtful as to how we analyse and operate in markets.

…this basically means that we have a significant amount of information that we can make available to you on how we manage Portfolios and analyse investment markets (& the world) – most of this content is educationally focused. 

  • We have also made available some of our Quarterly Letters and have provided further information on our Research subscription offerings for those interested.

We would suggest, however, that you begin with our ‘Wealth Building’ video (below) that will help you better understand our philosophy to markets and stewardship in general… it is the foundational advice we both give and live by;