EXCHANGE PARTNERS
Warakirri is an Australian Aboriginal word meaning "to grow". As the name suggests, Warakirri was established for that very purpose – to grow the wealth of investors.
Warakirri was established in 1993 with a view to provide charitable and tax-exempt investors with an investment vehicle managed specifically to their tax-exempt status. In 1993, Warakirri's first trust, the Warakirri Charitable Australian Equities Trust was launched. Since then, Warakirri has established numerous trusts and funds specifically designed to meet the varied needs of investors.
Today, Warakirri provides specialist investment vehicles to meet the needs of charities, superannuation and individual investors across Australian and global equities, cash, Australian agriculture, currency management and US real estate. In addition, Warakirri is a leading provider of after-tax benchmarking, reporting and performance analytics.
The HUB24 platform is recognised by advisers and the industry as Australia’s best platform, leveraging data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians.
We seek to deliver attractive long-term returns by investing in high-quality companies at compelling valuations. We are singularly focused on growing our investors’ wealth over time and through economic and market cycles. We invest in a single portfolio consisting of approximately 20 handpicked listed companies from across the globe.
The name GCQ represents the three core foundations of our investment approach:
GLOBAL | We aim to identify the best investments globally, with a strong bias towards developed markets with established shareholder protections.
CONCENTRATED | We undertake thorough independent research on each of our investments and concentrate capital in our best ideas.
QUALITY | We believe the greatest long-term risk-adjusted returns can be achieved by investing in the world’s best companies, at attractive valuation.
We are a global alternative asset manager specialising in private credit, core and operating real estate, hospitality, private equity and venture capital as well as traditional asset classes. We lend to property, corporate and specialty finance sectors and provide corporate advice.
Our investment teams have diverse skill sets and experience across a range of strategies and market conditions and are focused on delivering long-term growth. Our conviction runs deep and as testament to this we co-invest in many of our strategies alongside our clients, aligning our interests with theirs.
We have deep expertise in private credit and non-bank lending, and seek to deliver investors defensive private credit solutions prioritising downside capital protection while generating resilient returns.
Bell Asset Management is an active global equity specialist with deep expertise in small- and mid-cap companies (SMID caps). Since 2003, our investment team has managed global equity portfolios across all market cycles.
We target high-quality companies with strong growth potential – resulting in a very high-quality portfolio without paying a premium. This approach is particularly compelling amongst SMID caps. Often overlooked, under-researched, or mispriced, quality SMID caps offer compelling value and growth opportunities. Our SMID strategy was launched in 2016, positioning us as leaders in this sector.
Orbis has been investing in undervalued and underappreciated global stocks for over 30 years. Their international team of 60+ investment professionals concentrate on unearthing companies trading for less than they are worth, rather than timing market trends. Orbis has applied the same fundamental, long-term, and contrarian investment approach since its inception, with over A$80 billion in assets under management.
At PM Capital we are not afraid to be different, we search the world for undervalued stocks, we avoid the trap of “group think” and prioritise company valuation over all other aspects. Founded in 1998, PM Capital is part of the Regal Partners Limited stable of alternative asset managers and specialise in Global & Australian equities and Global Fixed Interest strategies.
We believe the very best way to minimise investment risk is through understanding valuation, as such, we avoid companies who are hard to understand or difficult to value and are well known for our discipline in resisting short term market noise and ability to hold investments through full industry cycles.
Founded in 1999 by David Paradice, we are a boutique fund manager, based in Sydney and began managing funds in 2000.
At Paradice, our objective is to deliver superior risk-adjusted returns over the medium to long term. We employ exceptional investment professionals with a proven track record. By combining extensive in-house research with a disciplined approach to portfolio construction we continue to deliver on our core promise.
We believe our independence and focus makes us stand out from the competition. The Paradice difference comes down to our accountability, alignment, experience and performance.