Together, we stand for the accessibility and opportunities of modern markets. For the levelled playing field. For the un-Wall St. For a consistent, repeatable investment process that yields consistent, repeatable results. For embracing risk. For passion. For doing what we love.
A boutique now, and forever, we retain a deep vested interest in the success of our clients. What’s good for you is good for us.
Disciplined and methodical in our investment process, but don’t take ourselves too seriously. Focused on the big picture, but keen to enjoy the journey. Avoid jargon and scorn bureaucracy. Instead, we simply tell it like it is.
One of Asia-Pacific’s leading price analysts with nearly 40 years’ market experience. Formerly Head of Technical Analysis at JB Were & Son (Goldman Sachs JB Were) and twice voted No.2 Technical Analyst in Australia.
Former Managing Director of the world’s leading health and fitness chain, Fitness First. Outstanding sales and communication skills derived from a fruitful career in sales management and business administration.
Highly experienced technical trader and the backbone of our business development for more than a decade. Over 14 years’ experience as a professional investment manager and Australian Financial Services Licence Responsible Manager.
Over 12 years’ experience as a trader, risk and portfolio manager, including three years with one of Australia’s largest institutional fund managers (apx A$80B FUM).
Our Toronto-based CDO brings an impressive capital-raising track record through multinational Strategic Global Partners Inc and deal experience into the billions. Brings a global network of High-Net-Worth, Fund of Funds, and Family Office contacts.