Special Opportunities Fund #2
The Fund targets an absolute return and aims to outperform the benchmark, after all fees and expenses over the 10 years fund term through investments in special opportunities.
The Fund will make investments in any assets that are SMSF permitted investments. These investments may include: equity, debt and hybrid instruments issued by both listed and unlisted companies, based in Australia and offshore, as well as direct properties and property securities.
- 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
- 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
The Fund will be a 10 year closed fund that allows for a long term approach to compounding investors capital.