Special Opportunities Fund #1

8 June 2018
Portfolio inception date
24.21%
Cumulative Return (net of fees) 1 since inception
$7.1m
Gross Portfolio Size1
Inclusive of distribution to unitholders

Fund #1 invested in where we saw a clear opportunity to assist founders and owners to grow the value of their business. The Fund made a number of investments in a broad range of assets and opportunities including equity, debt and hybrid instruments issued private companies, with operations based in Australia and offshore.

After making strong returns to investors in the 2.5 years since inception, Fund #1 is now closed and capital are being returned to unitholders.

Investment objective:

To deliver above benchmark returns in Special Opportunities that leverage the Kelly+Partners network’s reach and our investment insights.

Key benefits:

  • Access to a unique and exclusive pipeline of investment opportunities through the Kelly+Partners network
  • Higher risk-adjusted and diversified returns with medium to long term investment horizon
  • Focus on established, non-cyclical and growing companies, investing alongside founders, owners and families in private SMEs
  • Proactive management of investments and prospective liquidity events
  • Investment manager with a proven investment philosophy and a team of experienced investment professionals with differentiated skillsets