Actively managed listed equity investments, consistent with historical Soul Patts strategy
Differentiators
A legacy of strong performance from a sensible, disciplined, value-oriented investing approach that prioritises cash generation.
Targeting businesses that can be long-term compounders of capital.
Our permanent capital allows for long term investments and counter cyclical views.
Delivers liquidity, scaling up or down opportunistically to support the best investment opportunities for the broader Group.
Valuation
Valuation of this asset class is mark-to-market.
Governance
May hold governance rights and actively engage with asset class companies to support long-term value creation.
Investments in fast growing companies with valuation upside
Differentiators
Patient and unrestricted in our approach. We can invest differently to the market.
Flexible capital enables access to greater growth opportunities.
Investment via equity or equity-like structures (e.g. preference share, convertible notes and pre-IPO).
Ability to invest internationally alongside partners.
Valuation
This asset class is predominantly listed, with a mark-to-market valuation approach.
Governance
Holds meaningful positions, enabling active engagement through regular dialogue and strategic input.
Actively managed asset class taking a disciplined approach to pricing and managing risk
Differentiators
Fundamental, bottom-up approach to understanding the borrower.
Innovative and flexible solutions which translate to attractive risk-adjusted returns.
Ability to invest up and down the capital stack, with no constraints on the type of deal structure.
Focus on proprietary deals where our structured solutions are attractive.
Valuation
Predominantly held at cost, less expected credit loss, which is independently reviewed and reported directly to our Board.
Governance
Well-resourced specialist team focused on downside protection and value preservation through due diligence, structuring of terms, and active portfolio management.
Extensive skill mix across investment banking, credit, insolvency and law ensures robust risk management and governance.
Partnering with founders and management or buy-and-build strategies to grow businesses
Differentiators
Soul Patts invests with a long-term view, using permanent capital to grow businesses to scale and compound returns over time.
Open mandate enables us to be flexible about ownership and exit horizon.
We aim to provide growth capital to support business growth and actively shape strategy to unlock value.
Ability to co-invest alongside like-minded people.
Valuation
Annually valued and subject to independent reviews reported directly to our Board.
Governance
Resourced with an investment team of 10.
Represented on subsidiary boards with oversight and influence across strategy, finance and execution.
Supported by subject matter experts and advisory panel.
High quality platform of real assets aligned with structural and demographic tailwinds
Differentiators
Ability to source unique, uncorrelated, income-generating assets and long-term development opportunities through deep relationships.
Long-standing property joint venture with Goodman Group to efficiently manage our Brickworks property assets.
Flexible capital can invest in partnerships, joint ventures and direct ownership to maximize returns through investment lifecycles.
Positioned to benefit from demographic and structural shifts such asageing (retirement living), food security (agriculture), artificial intelligence (data centres) and e-commerce (industrial property).
Provides a hedge against inflation for the broader Group.
Valuation
Annually valued and subject to independent review reported directly to our Board.
Governance
Combines active oversight through joint ventures with active stewardship of retirement living, agricultural and data centres.
