Bennelong Funds Management

Our business

Established in 2001, today, Bennelong Funds Management comprises of five investment teams:

• Avoca Investment Management (Australian small caps);
• Bennelong Australian Equity Partners (Australian large caps);
• Bennelong Long Short Equity Management (long short hedge fund);
• Kardinia Capital (absolute return hedge fund); and
• Bennelong Property Funds Management (property funds).

Passion and drive

Our investment teams are driven by a passion for investing. As equity partners in their individual investment teams, their goals are aligned with those of our investors, providing further impetus to achieve superior outcomes.

While each team has its own distinctive philosophy and a dynamic and highly disciplined approach, they all collectively believe in the benefits of active investment management. As such, they strive for out-performance, always searching for and evaluating opportunities to maximise returns within their robust risk management frameworks.

Innovative and entrepreneurial

Each Bennelong investment team is led by entrepreneurial individuals who are passionate about investing. Their focus is simple - achieving optimal investment outcomes. The supportive boutique environment created by Bennelong ensures they can remain focused on their goals, avoiding the daily distractions of running a successful business.

Independent thought within a robust investment framework is important to our asset managers, who aim to deliver innovative investment capabilities and offer a variety of funds to a broad range of investors.

A boutique with backing

While Bennelong is proudly boutique in size, we provide a holistic range of services to our investment teams, allowing them to focus on delivering best-of-breed investment outcomes. Each team is therefore able to remain nimble and responsive, without compromising on high quality support.

Not only has Bennelong invested considerable resources in its internal governance and compliance framework, we are also backed by the Bennelong Group (the Group), a successful, privately owned funds management and private equity business. With a solid track record across its various businesses, strong capital base, disciplined management and extensive industry experience, the Group has established a strong presence in Australia and abroad.

Shared values

Bennelong is continually exploring new opportunities - conversations with potential partners taking place both locally and around the globe on a regular basis. The selection of a new investment team, however, is not solely governed by talent; it is equally dependent on shared underlying values. The discussions which evolve into partnerships rely on philosophical alignment with Bennelong's core values as, together, they drive our unique culture.

Bennelong's genuine philanthropic agenda is demonstrated through our ongoing support of and alignment with the Group's charitable arm, the Bennelong Foundation.

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