Soul Patts aims to grow shareholder wealth through a diversified range of investments that can perform throughout market cycles.
Our capital is permanent
Our investment activity is opportunity-led
Our asset allocation across the portfolio is flexible
Our investment horizons are not defined
Our internalised portfolio management delivers cost efficiencies
Soul Patts has an excellent track record of delivering total shareholder returns (capital growth plus dividends) higher than market while at the same time reducing the risk of loss in periods of volatility.
Generating enduring success. Our commitment to long-term investing continues to generate enduring value for our shareholders.
to building value and not being distracted by short term events
when making investment decisions
to invest where we can extract sustainable returns
We invest in all asset classes, industries and capital structures. We actively manage our portfolio mix to achieve our investment objectives to grow the portfolio, increase cash generation and manage investment risk.
Actively managed listed equity investments, consistent with historical Soul Patts strategy
Investments in fast growing companies with valuation upside
Actively managed portfolio taking a disciplined approach to pricing and managing risk
Partnering with founders and management or buy-and-build strategies to grow businesses
High quality platform of real assets aligned with structural and demographic tailwinds
We believe that over the long-term the portfolio is resilient and well positioned for growth. The total Net Asset Value (pre-tax) was $13.2 billion as at 23 September 2025.
Portfolio | Net Asset Value | Allocation |
|---|---|---|
Listed Companies | $4.6b | % 35% |
Real Assets | $2.9b | % 22% |
Emerging Companies | $2.4b | % 18% |
Credit | $1.8b | % 14% |
Private Companies | $1.5b | % 11% |