Managed Funds · High-Conviction Global Equities
Where catalysts meet conviction.
Concentrated positions in the world’s largest companies, taken where a corporate event unlocks value the market has not yet priced.
The Managed Funds Strategy
Where conviction meets structural inevitability.
Concentrated, high-conviction portfolios in the world’s largest listed companies — positioned in the secular themes reshaping the global economy.
Experience
25 years navigating market cycles — bull markets, drawdowns, regime changes. Pattern recognition you cannot shortcut.
Proven Principles
Growth at a fair price. Sector leadership. Quality moats. The same rules in every market, applied without exception.
AI-Powered Signals
Proprietary technology surfaces opportunities in real time — momentum, flow shifts, structural inflections.
Investment Themes
Four structural shifts in the world’s largest economies.
Four concentrated, multi-year shifts in the largest US companies — held until they become consensus.
Defence & Aerospace
Sustained, multi-year procurement cycles across allied nations and a structural rebuild of sovereign capability.
Frontier Technologies
Category leaders with deep moats in AI, quantum, and advanced semiconductors.
Energy Technology
A multi-decade transition across generation, storage, and the electrification of industry.
Advanced Manufacturing
Reshoring and the reconfiguration of global supply chains around resilience over efficiency.
The Funds
Two concentrated strategies. One thesis.
Both books are built from the same research engine — expressed long-only, or long and short.
IS Global Equity Fund
A long-only book of the highest-conviction structural winners across the four themes — held through the re-rating.
- Strategy
- Long-only global equities
- Universe
- NYSE / NASDAQ top-100
- Holdings
- 15-25 positions
- Minimum
- AUD 250,000
CH Long Short Fund
A directional long/short expression of the same thesis — long the structural winners, short the displaced incumbents.
- Strategy
- Long / short global equities
- Universe
- NYSE / NASDAQ top-100
- Exposure
- Variable gross / net
- Minimum
- AUD 250,000
Risk & Eligibility
For Sophisticated Investors only.
The strategy is offered exclusively to Sophisticated Investors and Wholesale Clients within the meaning of section 708(8)(c) of the Corporations Act 2001 (Cth).
Concentration
A deliberately small book means single positions can materially affect returns in either direction.
Market & event
Catalysts can be delayed, repriced, or fail to materialise. Returns are not linear.
Currency
US-dollar denominated assets are exposed to AUD/USD movements unless hedged.
Liquidity
Monthly liquidity; the mandate is built for patient, long-duration capital.