5AM CAPITAL

Preservation. Generation. Succession.

WHat we DO
We provide quality family office investment services and intergenerational capital management to high net worth families and individuals

Solutions

Quality long-term investing is key to the preservation of your family capital and security. We help you invest, protect and transition your capital and values across across generations.
‍Preservation. Generation. Succession.

MFO SOLUTION

Multi Family Office Solution

Our Multi-Family Office solution invests
and manages intergenerational family capital.

We seek to deliver what family's require under one roof: investment advice, portfolio solutions, succession and intergenerational family planning.

Learn More
IMA SOLUTION

Individual Managed Accounts

Leveraging the work undertaken for our Multi-Family Office clients, we build a ‘best idea’ set of positions which we actively tailor and manage for our IMA clients.

Learn More

Investment Philosophy

Rigorous bottom-up with top-down analysis

We seek to identify quality businesses that will be materially stronger and more profitable in seven+ years’ time.

Value growth investor

We aim to buy high-quality long-term companies cheaply. We assess ‘intrinsic value’ over the medium to long term.

Learn More

Asset Classes

Listed Equities
Implemented strategy has achieved annualised returns of 34%for FY17-2021. High quality, long-term durable, growing and phenomenally managed businesses - bought with a strong margin of safety.
Unlisted / Pre-IPO Equities
We look to invest in these businesses with good foundations and great prospects on a passive basis following a rigorous assessment and due diligence of the business and it’s management.
Credit Investments
Credit is a defensive asset class that can provide sophisticated investors with recurring cash income and capital preservation.
Property
We work with sector specialists to buy & hold or buy & develop well located industrial, commercial and residential property.
Fund Manager Selection
Complementing some of the 5AM investments with managers can enhance portfolio stability, diversification and help meet family long term goals.
Cash and Borrowings
Cash management and term deposit solutions as well as the arrangement and management of debt facilities.

All rights reserved.Privacy policy
Copyright © 2021 5AM Capital Pty Ltd. ABN 84 654 819 619
Corporate Authorised Representative of AFSL Licence 340799

Protect and grow your family capital and legacy.

Preservation. Generation. Succession.
Contact Us