Funds That Offer A World Of Opportunities
Prior to joining Acorn Capital in 2009, Matt worked at Macquarie Group as the General Counsel and Company Secretary of various listed and unlisted infrastructure funds. Matt holds a Bachelor of Economics from Monash University, as well as a Bachelor of Laws and Masters of Applied Finance from the University of Melbourne. The Prime Value Opportunities Fund aims to create long term wealth through investing in companies led by strong management teams driving businesses that will benefit from compounding growth over a number of years.
You can invest in TOP by purchasing shares on the Australian Securities Exchange . Consolidating a portfolio of construction ready and operational renewable energy assets across Australia. Please refer to the current PDS, reference guide and TMD Balanced fund Australia for further details including any additional fees that may be applicable. You are not in any jurisdiction in which an offer or sale of shares in the Fund would be in breach of the laws or requirements of any country of governmental authority.
The performance quoted represents past performance and does not guarantee future results. The above chart represents the return on $100,000 invested in the Ophir Opportunities Fund at its inception on 4 August 2012, net of all management fees and assuming reinvestment of distributions. Please note that past performance is not a reliable indicator of future performance. The Ophir Opportunities Fund is a long only, small cap Australian equities fund. The Fund typically invests in companies listed outside of the S&P/ASX 100. Utilising Ophir’s extensive fundamental, bottom-up research process, the Fund focuses on identifying high quality emerging businesses exposed to structural growth opportunities.
Prior to joining Trillium she was an equity research analyst at Adams, Harkness and Hill, a Boston-based investment bank that focuses on emerging growth companies. Laura’s last position at Adams was as a sell-side equity analyst in the “Healthy Living” group. This group covered specialty consumer stocks which addressed the consumers’ growing awareness of the impact of nutrition, environment and lifestyle choices on their well-being. Performance figures for periods greater than one year are annualised and presented as "per annum" values. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database.
Adam has over 12 years experience in funds management and spent 5 years as an equities and derivatives trader at Schroders Investment Management Australia. At Schroders, Adam worked closely with Spheria co-founders, Matthew Booker and Marcus Burns. 2Total returns have been calculated using exit prices and take into account the applicable buy/sell spread and are net of Fidelity’s management costs, transactional and operational costs and assumes reinvestment of distributions.
He still holds the Australian record for the highest amount raised by one person at a single fundraiser event, the 2019 OzHarvest CEO Cookoff, where he raised $324,000. Microcaps typically have little analyst coverage as institutions are unable to deploy meaningful amounts of capital and therefore cannot justify investing in research. This means many companies outside the main ASX indices are under-researched and undiscovered. This can give rise to situations where companies trade well below our assessed value.
Information provided is of a general nature and not for trading or advice. If you would like to provide us with feedback, or believe you have cause for complaint, the details of our Feedback, Review and Formal Complaints Procedures are available here. Screen NSW staff are available to provide advice to potential applicants on interpreting these guidelines.
Regal aims to generate attractive returns by investing in pre-IPO and other unlisted opportunities, in addition to listed microcap companies. L1 Capital Global Opportunities Fund applies rigorous fundamental analysis to invest in small to mid-capitalisation securities around the world across the capital structure. It uses macro themes to identify its investment targets then structures its portfolio to have low correlation to common equity and bond benchmarks and downside protection through multi layered risk management.
For more information on Perpetual’s complaints handling process, please click here. Paul currently serves on the Steering Committee of the Intentional Endowments Network , a network focused on promoting ESG investing uptake by universities and colleges. He is a former Board Chair of US SIF, the U.S. membership for organizations engaged in socially responsible and sustainable investing. He holds Master’s degrees in Anthropology from New York University and Education from Roberts Wesleyan. Paul is a Portfolio Manager, and Research Analyst covering the Consumer Discretionary sector and a member of the portfolio management team for the Sustainable Opportunities strategy.
Financial Advice Perpetual’s specialists in financial advice and trustee services share their thinking on issues ranging from investing to philanthropy. Investments Perpetual’s investment experts share their insights on a range of topics – from portfolio construction to stock picking and risk management. Research and Reports A selection of research and reports developed or commissioned across Perpetual’s investment, advice and corporate trust businesses. Not-For-Profit and Philanthropy Philanthropy is a major part of Perpetual’s culture. We’re trustee for nearly a thousand charitable trusts and endowments and work every day with philanthropists and NFPs in this crucial part of Australian life.
James is part of the CFA Institute's Chartered Financial Analyst program and hopes it teaches him how to become an astute investor which allows him to help others with their own investing. Outside of reading and researching he spends many a late night watching the English Premier League and Seinfeld reruns. Based in Australia, Antares is wholly focussed on delivering performance for investors through an investment approach underpinned by dedication, experience and discipline. Antares recognise and are ready for market uncertainty, and believe great performance is achieved through a focus on both risk and return.
Trillium Asset Management Trillium Asset Management is an impact-driven, ESG-focused firm, a pioneer in responsible investing Adviser Resource Hub Visit Perpetual’s Adviser Hub for the latest educational content around investing and tools to share with your clients. This information refers to investments in the Ophir Opportunities Fund . The trustee and manager of the Fund is Ophir Asset Management Pty Ltd . The Fund is available to wholesale clients only (as defined under s761G or s761GA of the Corporations Act 2001 ).
You can invest in TOP by purchasing shares on the Australian Securities Exchange . Consolidating a portfolio of construction ready and operational renewable energy assets across Australia. Please refer to the current PDS, reference guide and TMD Balanced fund Australia for further details including any additional fees that may be applicable. You are not in any jurisdiction in which an offer or sale of shares in the Fund would be in breach of the laws or requirements of any country of governmental authority.
The performance quoted represents past performance and does not guarantee future results. The above chart represents the return on $100,000 invested in the Ophir Opportunities Fund at its inception on 4 August 2012, net of all management fees and assuming reinvestment of distributions. Please note that past performance is not a reliable indicator of future performance. The Ophir Opportunities Fund is a long only, small cap Australian equities fund. The Fund typically invests in companies listed outside of the S&P/ASX 100. Utilising Ophir’s extensive fundamental, bottom-up research process, the Fund focuses on identifying high quality emerging businesses exposed to structural growth opportunities.
Prior to joining Trillium she was an equity research analyst at Adams, Harkness and Hill, a Boston-based investment bank that focuses on emerging growth companies. Laura’s last position at Adams was as a sell-side equity analyst in the “Healthy Living” group. This group covered specialty consumer stocks which addressed the consumers’ growing awareness of the impact of nutrition, environment and lifestyle choices on their well-being. Performance figures for periods greater than one year are annualised and presented as "per annum" values. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database.
Adam has over 12 years experience in funds management and spent 5 years as an equities and derivatives trader at Schroders Investment Management Australia. At Schroders, Adam worked closely with Spheria co-founders, Matthew Booker and Marcus Burns. 2Total returns have been calculated using exit prices and take into account the applicable buy/sell spread and are net of Fidelity’s management costs, transactional and operational costs and assumes reinvestment of distributions.
He still holds the Australian record for the highest amount raised by one person at a single fundraiser event, the 2019 OzHarvest CEO Cookoff, where he raised $324,000. Microcaps typically have little analyst coverage as institutions are unable to deploy meaningful amounts of capital and therefore cannot justify investing in research. This means many companies outside the main ASX indices are under-researched and undiscovered. This can give rise to situations where companies trade well below our assessed value.
Information provided is of a general nature and not for trading or advice. If you would like to provide us with feedback, or believe you have cause for complaint, the details of our Feedback, Review and Formal Complaints Procedures are available here. Screen NSW staff are available to provide advice to potential applicants on interpreting these guidelines.
Regal aims to generate attractive returns by investing in pre-IPO and other unlisted opportunities, in addition to listed microcap companies. L1 Capital Global Opportunities Fund applies rigorous fundamental analysis to invest in small to mid-capitalisation securities around the world across the capital structure. It uses macro themes to identify its investment targets then structures its portfolio to have low correlation to common equity and bond benchmarks and downside protection through multi layered risk management.
For more information on Perpetual’s complaints handling process, please click here. Paul currently serves on the Steering Committee of the Intentional Endowments Network , a network focused on promoting ESG investing uptake by universities and colleges. He is a former Board Chair of US SIF, the U.S. membership for organizations engaged in socially responsible and sustainable investing. He holds Master’s degrees in Anthropology from New York University and Education from Roberts Wesleyan. Paul is a Portfolio Manager, and Research Analyst covering the Consumer Discretionary sector and a member of the portfolio management team for the Sustainable Opportunities strategy.
Financial Advice Perpetual’s specialists in financial advice and trustee services share their thinking on issues ranging from investing to philanthropy. Investments Perpetual’s investment experts share their insights on a range of topics – from portfolio construction to stock picking and risk management. Research and Reports A selection of research and reports developed or commissioned across Perpetual’s investment, advice and corporate trust businesses. Not-For-Profit and Philanthropy Philanthropy is a major part of Perpetual’s culture. We’re trustee for nearly a thousand charitable trusts and endowments and work every day with philanthropists and NFPs in this crucial part of Australian life.
James is part of the CFA Institute's Chartered Financial Analyst program and hopes it teaches him how to become an astute investor which allows him to help others with their own investing. Outside of reading and researching he spends many a late night watching the English Premier League and Seinfeld reruns. Based in Australia, Antares is wholly focussed on delivering performance for investors through an investment approach underpinned by dedication, experience and discipline. Antares recognise and are ready for market uncertainty, and believe great performance is achieved through a focus on both risk and return.
Trillium Asset Management Trillium Asset Management is an impact-driven, ESG-focused firm, a pioneer in responsible investing Adviser Resource Hub Visit Perpetual’s Adviser Hub for the latest educational content around investing and tools to share with your clients. This information refers to investments in the Ophir Opportunities Fund . The trustee and manager of the Fund is Ophir Asset Management Pty Ltd . The Fund is available to wholesale clients only (as defined under s761G or s761GA of the Corporations Act 2001 ).
Replies