Australian Equities
Alphinity Investment Management is a specialist, active manager of Australian and Global equity funds, strongly aligned with their clients' objectives. Alphinity's aim is simple and effective: to identify opportunities across market cycles and invest in quality, undervalued companies with underestimated forward earnings expectations.
Eiger Capital is an active boutique Australian equities investment manager specialising in small companies. Eiger was founded in 2019 by Stephen Wood, Victor Gomes and David Haddad, who previously worked together at UBS Asset Management.
Greencape Capital is a specialist Australian equities fund manager based in Melbourne. The investment team is focused on, and committed to, delivering superior performance, directly aligning its interests with those of its investors.
Lennox Capital Partners is an active, boutique equities investment manager based in Sydney and majority owned by its Principals and Portfolio Managers.
Merlon Capital Partners is an Australian-based boutique fund manager established in May 2010 specialising in equity income strategies with the objective of providing high quality, tailored investment management services to investors.
WaveStone Capital is a specialist boutique Australian Equities manager based in Sydney. Founded in 2006, WaveStone aims to provide tax-effective income and capital growth over the long-term by investing in a portfolio of quality businesses, with a Sustainable Competitive Advantage (SCA) – businesses with superior corporate DNA operating within industries with favourable dynamics that deliver above market earnings growth.
Global Equities
Alphinity Investment Management is a specialist, active manager of Australian and Global equity funds, strongly aligned with their clients' objectives. Alphinity's aim is simple and effective: to identify opportunities across market cycles and invest in quality, undervalued companies with underestimated forward earnings expectations.
Impax Asset Management is a specialist asset manager, investing in the opportunities arising from the transition to a more sustainable global economy. Founded in 1998, Impax Asset Management has pioneered investment in the transition to a more sustainable global economy and today is one of the largest resource efficiency investment managers globally.
Ox Capital Management is an Australian-based boutique investment manager specialising in emerging market equities. Founded in 2021, OxCap brings together a team of experienced emerging market investors led by Dr Joseph Lai.
Nomura Asset Management (NAM) is a wholly owned subsidiary of Nomura Holdings, Inc. and is the core brand within the group's Investment Management Division.
Fixed Income
Established in 2008, Ardea Investment Management is a specialist ‘relative value’ fixed income investment manager. Ardea IM’s differentiated pure ‘relative value’ investing approach offers a compelling alternative to conventional fixed income investments because it is independent of the prevailing interest rate environment and how bond markets are performing.
Bentham Asset Management is a specialist global credit investment manager. Their investment philosophy is based on a strong credit culture and a systematic investment process. Their focus is on the preservation of principal and protection against downside risk.
In 2005, Challenger Investment Management Fixed Income was established as an alternative credit manager with a strong pedigree in the less liquid parts of global developed credit market.
Kapstream Capital was founded on a simple belief; that by removing the constraints inherent in conventional benchmark-relative fixed income portfolio strategies, and by setting absolute return targets and absolute risk limits, portfolios could be constructed using predominantly investment grade assets that more closely met the true requirements of investors in preserving capital and delivering consistent and positive absolute returns.
Alternatives
Apollo Global Management, Inc. (together with Apollo Management Singapore, its subsidiary) is a high-growth alternative asset manager. Their asset management business provides companies with innovative capital solutions and support to fund their growth and build stronger businesses.
Ares is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate, and infrastructure asset classes. In Australia, Ares leverages the broad investor distribution, marketing, back office, and administration services of Fidante.
Cultiv8 Funds Management (Cultiv8) is a unique, commercial, and sustainably focused Funds Group, investing and partnering with companies driving innovation in global agriculture and food. We take an active, collaborative approach to solve real problems, develop solutions to increase farm productivity, modernise supply chains and create novel high-value products. We believe that impact is achieved when opportunities are sustainably commercialised.
Elanor Investors Group (“Elanor” or “Group”) is an ASX-listed (ASX:ENN) real estate funds management business. Elanor’s primary objective is to acquire and unlock value in real estate assets to deliver strong investment performance. Elanor’s mission is to be a leading real estate funds management business known for delivering exceptional investment returns and making positive and impactful social and environmental contributions to the communities in which it operates, and more broadly.
Founded in 2012, Resonance Asset Management invests in sustainable, circular, industrial infrastructure that produces renewable energy, cleans contaminated water and recovers valuable resources. Examples include wind farms, bioenergy plants, water treatment, supply and recycling plants and organic fertilizer recovery systems.
Proterra Asia is committed to investing responsibly because investing in the food sector has the potential to create positive change, from individual lives and local communities to sweeping global planetary impacts.
Sustainable
Alphinity is a specialist, active manager of Australian and global equity funds. Committed to investing responsibly, Alphinity believe that companies with good ESG practices and processes have a better chance of outperforming over the long term as they are better placed to adapt to the changing world.
At Cultiv8, we take an active, collaborative approach to solve real problems, develop solutions to increase farm productivity, modernise supply chains and create novel high-value products. We believe that impact is achieved when opportunities are sustainably commercialised.
Impax aspires to best practices across all aspects of the management of its listed and private equity investments. ESG considerations are embedded within our rigorous ten step investment process for listed equities. Failure by a company to reach the required ESG score will prevent our investment.
Proterra Asia is committed to investing responsibly because investing in the food sector has the potential to create positive change, from individual lives and local communities to sweeping global planetary impacts.
Responsible investment and ESG are at the heart of Resonance’s investment philosophy. Resonance seeks to make investments that make a net positive impact on the local and global environment.
Other
In addition to our full-scale affiliate funds management businesses, Fidante provides investors with access to specialist products in complementary areas.
The Credit Suisse Global Private Equity Fund is closed to new investments.
The NovaPort Smaller Companies Fund is closed to new investments.
SG Hiscock & Company is a multi award-winning boutique fund manager based in Melbourne specialising in Australian Equities and Property Securities – including Australian and global REITs (Real Estate Investment Trusts). They were established in 2001 by six principals and are entirely owned by staff of SG Hiscock.