.png)
Preservation. Generation. Succession.
The 5AM Capital Global Equities Fund has delivered a 19% annualised return since inception (from the 1st July 2022 to the 28th February 2025). We identify high-quality, long-term durable, growing, and phenomenally managed businesses. Ideally, these businesses are, or are on their way towards, winning a segment monopoly or oligopoly. The Fund's strategy is indifferent to the constraints of any benchmark and has an absolute return focus.
We also provide bespoke portfolios and outsourced CIO services for families with intergenerational capital.
"At heart, we are passionate long term investors. We believe a carefully selected and well managed long-term portfolio of global listed equities, complemented with unlisted investments, provides a strong basis for intergenerational wealth protection and risk adjusted growth".
We look for monopoly/oligopoly style businesses that have the pricing power required to generate stable revenues and free cash flows. Often, these businesses lie in the online classifieds, enterprise software, physical/cloud infrastructure or testing and commissioning sectors
Our investment approach is a mix of Value fundamentals (Graham & Dodd, Buffett) with Growth (Fisher) and not-losing money (Marks) investment philosophies. We aim to buy high-quality long-term companies cheaply. We assess ‘intrinsic value’ over the medium to long term.
All rights reserved.Privacy policy
Copyright © 2021 5AM Capital Pty Ltd. ABN 84 654 819 619
Corporate Authorised Representative of AFSL Licence 340799
