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.
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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.
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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.
Montaka Global Investments is a specialist global equities fund manager founded in 2015, with offices in Sydney and New York. The firm focuses on high-conviction, long-term investments in companies that are positioned as long-term winners within attractive, transforming markets. Montaka aims to achieve superior long-term compounding of investors’ capital alongside its own. Its investment approach emphasises rigorous research, a disciplined fundamental process, and a culture of partnership and continual improvement. Team members are partners in the firm and investors in the funds, ensuring strong alignment of interests with clients.
Montaka typically invests in a concentrated portfolio of high-quality global businesses, seeking those with attractive prospects trading at a discount to intrinsic value. The firm has recently been acquired by MFF Capital Investments but continues to operate independently, maintaining its investment philosophy, team, and focus on delivering long-term value for unitholders.
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Acorn Capital is a Melbourne-based specialist investment manager, established in 1998, focused on emerging Australian companies across listed and unlisted markets. Leveraging deep research and a highly experienced team, Acorn Capital provides investors with access to microcap and private companies, aiming for strong returns, diversification, and positive economic impact. Acorn Capital distinguishes itself through its large research and investment team, with expertise across the majority of industries and the provision of expansion capital to developing companies, providing expansion capital and off-index exposure to public and private markets.
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Allianz Retire+ is driven by the vision that all Australians should be able to live their lives with certainty. That commitment is at the heart of everything we do, from our values-driven, inclusive culture to our innovative retirement solutions.
We are an Australian company dedicated to developing retirement products to meet the unique needs of Australian retirees. We have brought together Allianz’ world-class insurance know-how with PIMCO’s unrivalled investment expertise to deliver security and stability throughout retirement.
We’re proud to be a part of the Allianz family, a global financial services group founded in Germany in 1890. With more than 126 million customers, today we are one of the largest companies, insurers, and asset managers in the world. Allianz Retire+, specialists in retirement income.
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American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research.
Founded in 1958, American Century Investments' 1,400 employees serve financial professionals, institutions, corporations and individual investors from offices in Kansas City, Missouri; New York; Los Angeles; Santa Clara, California; Portland, Oregon; London; Frankfurt, Germany; Hong Kong; and Sydney.
Delivering investment results to clients enables American Century Investments to distribute over 40% of its dividends to the Stowers Institute for Medical Research, a 500-person, nonprofit basic biomedical research organization. The Institute owns more than 40% of American Century Investments and has received dividend payments of more than $2 billion since 2000