Our partners

Forging rewarding partnerships with proven investment managers.

We seek investment management partners from around the world with proven investment capabilities and offerings that can complement and enhance the portfolios of institutional and family office investors in Australia and New Zealand.

Location

Boston, Massachusetts, US

Location

Boca Raton, Florida, US

Location

Melbourne, Australia

Liberty Cove Investors

Absolute return

Based in Boston, Massachusetts, Liberty Cove Investors is led by Chief Investment Officer, Brian Chen, who together with his team manages a range of differentiated, multi-asset, absolute return investment strategies on behalf of investors.

Strategies

Global Macro

All-weather, risk-managed strategy that seeks to deliver absolute returns through tactical long and short exposures to equities, treasuries, credit, commodities, currencies and volatility-as-an-asset-class.

Long-Short Commodities

Quantitative strategy that seeks to earn risk premiums from producers and consumers of commodities, while maintaining neutral exposure to the commodities market.

Risk Parity

A tactical asset allocation strategy that aims to earn dynamically managed risk premiums from equities, duration and credit.

Polen Capital

Equity and credit

Offering equity and credit investment solutions, Polen Capital is a global investment firm managing assets for investors seeking high-quality, active, concentrated strategies built for the long term.

Polen has four autonomous investment teams: Large Company Growth, Small Company Growth, Emerging Markets Growth and Credit, with offices in Boca Raton, Boston, London and Hong Kong.

Since 1989, Polen has built a distinctive culture and is committed to being a firm of opportunity, attracting and developing exceptional professionals aligned with its mission of preserving and growing clients’ assets to protect their present and enable their future.

BioScience Managers

Healthcare

Headquartered in Melbourne, Australia, and with an office in London and senior management based globally in North America, Europe and Asia, BioScience Managers is an international healthcare investment firm founded by Jeremy Curnock Cook that finances and enables innovative science and technology with the potential to transform healthcare.

Strategy

Sourcing investment opportunities that have the potential to deliver transformative healthcare solutions for physicians and their patients, BioScience Managers provides the strategic vision and practical support to enable companies to achieve commercial success.

Highly selective and looking carefully for value-creating investment opportunities with clear technological market advantages and strong management, BioScience Managers is geographically and therapeutically agnostic. The team invests in public and private healthcare companies in any territory that work in therapeutics, medical devices, diagnostics or digital health, that are near clinical development or commercialisation.

OUR COMMITMENT

Fostering open, highly communicative working relationships.

To secure successful investment outcomes, we believe in fostering a long-term relationship with our investment management partners that is open, highly communicative and based on mutual trust and respect.

Our commitment to our investment management partners is to:

Apply our deep industry knowledge and expertise to develop an effective market engagement strategy.

Use our strong relationships and extensive networks to provide access to key investment consultants and decision-makers.

Regularly share a pipeline of sales activity and outcomes.

Always work in your best interests to successfully raise capital.

In return, we seek investment management partners who:

Can commit to visiting Australia and New Zealand to meet with investors and participate in meetings and roadshows.

Possess proven investment management expertise and offer complementary investment strategies and products.

Have a proven track record of generating superior, long-term investment returns.