How we choose a new investment

Our team analyses over 400 potential new investment opportunities per year.

On average we make just 10 new investments per year.

We are extremely selective with the companies we invest in.

We require Environmental, Social and Governance (ESG) reporting for new investments.

We require a comprehensive investor awareness program for new investments

Our Investment Process

Our network introduces us to pre screened investment opportunities.

Our trusted advisors and sector experts help us assess the investment.

We conduct regular meetings with management to build trust and a relationship.

Our inhouse analysts conduct due diligence and analysis

The investment committee makes the final investment decision.

We announce the investment to our followers and update them as the company progresses

We aim to increase position as the company delivers over time.

We aim for free carry within 24 months of investing.

Mandatory: Environmental, Social and Governance (ESG) reporting

Best in class ESG companies attract more capital, better customers and top talent – this leads to better shareholder returns over time.


We require that all new investments sign on to an ongoing ESG improvement program and quarterly ESG reporting.

Mandatory: Comprehensive Investor Awareness Program

We research and invest in quality companies with strong management and top class projects.

But with over 2,000 companies listed on the ASX it is critical for our investments to stand out from the crowd.

We have a large following of investors. We require that our portfolio companies engage in our comprehensive investor awareness program to reach new investors.

As investors who have performed significant due diligence we prefer to take the fee for this investor awareness service in shares. 

Quality companies + long term positions + investor awareness + successful execution of company business plan is our formula.

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