TRACK RECORD

Since investing institutional capital, we have managed well over AU$4 billion of assets under management in investments in Australia and New Zealand. We’re proud of our performance history and reputation. But don’t just take our word for it. As the winner of;

  • The Australian Investment Council 2023 Firm of the Year
  • The Australian Investment Council 2023 Small Cap Investment Award for transformation of Pizza Hut Australia
  • TMA Australia’s Medium Company Turnaround of the Year Award 2023 for transformation of Pizza Hut Australia
  • The Australian Investment Council 2022 Firm of the Year
  • Mid-Cap Investment of the Year for Best & Less Group, 2019 Diversity and Inclusion Award and the AIC (previously AVCAL) Best Management Buyout under $75m for investment in Great Southern Rail in 2017
  • The TMA Turnaround of the Year Awards in 2008, 2010, 2011 2012 2016,2017 and 2021 (most recently TMA Large Turnaround of the Year for Best & Less Group)
  • NZ Private Capital Investment of the Year Award for Ngahuia Group in 2021
  • AVCJ Operational Value Add Award for Best & Less Group in 2021
  • AVCJ Value Add Award for Great Southern Rail in 2017 and
  • TMA Member Contribution Award to Adrian Loader in 2012

We’re the most recognised and awarded team in transformational investing in Australia. And because we stay committed to our investments, we leave better businesses and people as a result of our involvement.

CASE STUDIES
OUR INVESTMENTS
INVESTMENT CRITERIA