MIN: $50K.

Wholesale Only.

The fund runs a long/short strategy focused on total returns, investing in a concentrated portfolio of 20–40 companies. It combines deep company-level research with broader thematic insights to identify high-quality businesses early in their growth journey.

MIN: $1,000,000 (discretion applied)

Wholesale Only

Personalised portfolios held in your name, tailored to your goals (growth + income), risk tolerance, and preferences. They offer full transparency, and access to exclusive strategies, managed by our experienced team to keep your investments aligned with your objectives.

MIN: $100K.

Platform: Mason Stevens Wealth

Retail (adviser).

The managed portfolio is a total return strategy, investing in a concentrated portfolio of 20–40 companies. It combines in-depth company research with broader investment themes to identify high-quality businesses early in their growth cycle. Cash and tactical ETFs are used to help manage risk during periods of wider market volatility.