In partnership with Principal Invest — a Sydney, Australia based family office established in 2015, managing over $300 million across a global, multi-asset class portfolio.
We provide access to elite global managers who are typically inaccessible, either being closed to new investors or requiring institutional-scale commitments.
Our interests are not just aligned, they are one and the same, as we invest our family office capital alongside yours in every opportunity.
We perform comprehensive due diligence, applying our dual expertise gained from experience as both investor and asset manager.
Our approach is different because we are practitioners. We apply our decades of dual expertise as both investor and asset manager to identify and partner with the best fund managers across the globe. Our offering is not a transactional service; it is a relationship-focused community built on a shared perspective.
We were founded to solve this access challenge for our own family office. In doing so, our goal is to build a community of like-minded peers who benefit from collective insight, true alignment and the network that only another family office can provide.
Our investment philosophy begins with capital preservation. We seek out opportunities that don’t just follow the market but offer the potential for significant upside whilst carefully managing downside risk. We also believe in clarity, preferring straightforward strategies over complex financial structures and high leverage.
This philosophy dictates our focus. We partner with managers who demonstrate:
A strong performance record with resilience forged across multiple market cycles.
A clear, differentiated investment strategy.
A high-pedigree team, with ambition and strongly aligned with investor outcomes over the long-term.
A scaled and established platform with robust investment processes and operational infrastructure.
If our approach resonates with you, we invite you to meet with us for a confidential discussion to learn more about our partnership and explore our investment opportunities.
