Investment Portfolio

Significant investments in listed companies, the majority held over the long-term, across a diverse range of industries and typically with board representation for Soul Patts. Our goal is to develop other investments within the portfolio that could be considered part of our Strategic Investments Portfolio in future. 

Actively managed investments focused on large listed companies that deliver earnings growth and dividends over the long-term. The Large Caps Portfolio is index unaware, and may act as a source of liquidity for the broader portfolio.

Investments in unlisted companies with attractive growth profiles and strategic merger & acquisition opportunities. We look to partner with promising companies and work with their management teams to help drive long term value creation. We have flexible investment structures and undefined investment horizons which allows us to think beyond the short or medium term.  We are sector agnostic and have experience with businesses operating in a wide variety of industries. Four of our largest investments are:

Actively managed credit investments structured to achieve strong risk adjusted returns. The Credit Portfolio comprises corporate loans, bonds, and structured instruments which typically have ongoing cash yield, strong asset backing, senior security, and in some cases upside exposure to be gained through warrants or conversion rights.

Actively managed equity and equity-like investments in ex-ASX100 companies and unlisted companies. This Emerging Companies Portfolio includes equities, preference shares, and convertible bonds.

Actively managed direct property investments and equity accounted joint ventures, largely concentrated in the Sydney region and positioned towards infrastructure development.