I advise on the management of over $20M in funds across equities, bonds, private credit and real estate; this website is a communication channel for how I manage these funds.

My investment process is quite specific, with the following key characteristics:

- fund managers are used for the majority of funds invested in equities, bonds and private credit​

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- direct equity investments are made only when a normally-stable company experiences a significant price decline due to a perceived over-reaction by the market to news

 

- ETFs are used as the primary vehicles to access fund managers; the ETFs are on the ASX and CBOE. Unlisted funds are used in exceptional circumstances
 

- equity allocations (except for direct investments) are in global funds, both passive and active

 

- bond allocations are prima facie in floating-rate funds for the highest yields I can find for a desired credit rating. Fixed rate funds are used in exceptional circumstances

 

- private credit allocations are in specialist funds; key goals are maximising yield and senior secured holdings

 

- the allocation between equities and debt varies depending market conditions and real estate investment requirements

 

- leverage is adopted to invest in either private credit or equity index funds (after a material market decline)