AST Fortis

AST Fortis, based in Sydney Australia, is a globally focused boutique investment management company whose key mandate is to strategically assess, uncover, and connect those seeking unique alternative investment opportunities within the private market.

Having foresight into global trends early in the investment process provides an ideal long term advantage. Being able to position yourself as a market leader when it comes to these specific industry opportunities requires the right team and support.

Read More

BlackPearl Capital Partners

BlackPearl Advisory Services

BlackPearl Capital Partners provides investors with unique investment insights into local and international equity markets. Our clients gain access to investment opportunities which we uncover using a disciplined, value driven, proprietary investment process.

We gather intelligence that benefits our clients in various different ways including through our deep investments networks that have been built managing the BlackPearl Masters Fund, quantitative factor screens that aim to uncover market mis-pricing of securities and meetings with company management, competitors, suppliers and industry experts.

We filter and use this information to value individual companies using various valuations methods including price to earnings, free cash flow yields and enterprise value multiples.

Investments we recommend and purchase on behalf of our clients are initiated based on a catalyst, a short-term mis-pricing or inefficiently priced industry trends. Positions are generally held for months or years.

 

Read More

BlackPearl Capital Partners

The BlackPearl Masters Fund

The BlackPearl Masters Fund is a multi strategy, multi manager fund that invests in some of Australia’s best performing hedge funds that primarily focus on equities. The core of the Fund’s strategy is based on making investments in absolute return funds that employ a range of investment strategies, such as equity long short, equity market neutral, event driven and arbitrage.

The Fund seeks to generate returns for our investors that have a low correlation to the broader equities market.

 

Read More

BlackPearl Capital Partners

The BlackPearl Investor Model Portfolio & Advisory Services

The BlackPearl Investor Model Portfolio is a quantitative model portfolio that allows investors to access equity investment opportunities that have been selected using a quantitative screening process.

At any given time the portfolio invests in around 25 stocks listed on the Australian stock exchange which have a market capitalisation of least $100 million with the majority of the stocks being medium and large cap businesses.

Read More