Special Opportunities Fund #2

Similar to Fund #1, Fund #2 will invest where we can see a clear opportunity to make above benchmark returns in special opportunities that leverage the Kelly+Partners network’s reach and our investment insights.

Investment objective:

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.

Investment strategy:

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.

 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
  • 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

 Structure:

The Fund will be a 10 year closed fund that allows for a long term approach to compounding investors capital.

Downloads: