Over the years, people have asked if I can manage their money alongside my own.

This was initially close family and friends and then grew into external accredited investors through word-of-mouth referrals.

To facilitate this, I now operate under a compliant structure that is authorised to manage up to $100m AUM for accredited investors.

I don't actively promote this business but readers of my deep-value research sometimes enquire about investment opportunities, so I created this page to help them learn more.

We manage our accounts through Interactive Brokers, and plan to convert this into a fund structure when AUM is sufficient to make the fixed costs insignificant.

I do not benchmark, because I wish to avoid 'chasing' returns or any scenario that could lead to poor decisions.

This service is for those without the confidence to invest their own money and those that specifically want to diversify some of their portfolio into the deep-value approach.

If you qualify as an accredited investor, please contact me using the email address above, and I'll be happy to send you more information and arrange a call to answer any questions you may have.