Investment Strategy

The Group Investment Strategy is our blueprint for success.
It position us to capitalize on opportunities, capture
growth, and deliver long-term value.

A Private Investor | A Trusted Australian Business and Investment Partner


Our strategy is to create superior long-term value for shareholders by meeting our customers’ needs, maximizing cash from our assets, and allocating capital with discipline.

We do this by focusing on the ‘four Ps’: Portfolio, People, Partners, and Performance. Read more about these key strategy pillars below.


We aim to build a portfolio of long-life assets that deliver attractive returns throughout the cycle.

Our strategic emphasis is on identifying optimal opportunities to invest and realize value from underperforming or undervalued assets. We use an opportunistic investment approach that targets selected niche markets in highly performing sectors. Predominantly these sectors are Agribusiness, consumer and retail, property and real estate, resources and energy, healthcare and pharmaceuticals, TMT and engineering-related services. We are interested in commodities with strong long-term fundamentals and real growth opportunities.

The essence behind this diversity is our ability to work with customers and partner to identify their needs and conceive new business models and solutions.

The investment portfolio must attract and retain many of the leading global brands across industries, and our performance and delivery must embody the characteristics of quality, attention to detail, and generating positive and consistent stakeholder returns.

We invest directly or through self-managed funds, in pre-determined asset classes.


We look to generate sustainable performance to our investors through risk-adjusted investments, prioritizing value over volume in our investment decisions. Furthermore, we deliver value and return through superior in-house business support services, market and sector specialisation, and our ability to build and operate in the long term, strategic partnerships.


Partnerships and collaboration are essential to the long-term success of our business.
We are committed to nurturing strong and strategic partnerships and alliances that foster long-term mutual growth. We work closely with partners, local suppliers, governments, community groups, industry leaders, and NGOs to built long-lasting relations and advance our common causes. We believe this gives us a competitive edge, allows us to work more thoughtfully and responsibly, and lets us deliver real benefits to all our stakeholders.


Although our activities are measured in millions of dollars, we select our people one by one. In a service and investment business, we know that without the best people, we cannot be the best company.
Attracting, developing, and retaining the best people is crucial to our success. We continue to strengthen our technical and commercial capabilities and are committed to building a diverse and inclusive workforce across our global business.