We manage closed-end private equity funds that invest in mining real assets. We invest exclusively in future facing metals, the enablers of decarbonization and a greener future economy.
Based in the heart of Australia’s mining industry, with more than 70% of Australia’s miners located within a mile of our office. We retain relationships built through more than 20 years of working within Australia’s mining, development and exploration companies. We conduct our business within their board rooms, with people that trust and recognize the value that we bring to their mining project.
Within our team, we have been directly associated with the development of more than US$30 billion of new mines in Australia, Africa, Asia and South America. We bring this experience and knowledge to actively support and build value within our investments.
We invest in mining projects instead of mine projects before they are built, before they are truly valued by the market, often at distressed and illiquid valuations, typically at P/NAV of less than 10%.
We actively participate in the development of our mining projects through to construction by providing technical advice, support and leadership and all of the required funding to develop.
Consistently selling those same mine projects as robust, attractive mines either ready to commence or already under construction, typically at P/NAV of 40% to 80%.
Our investment in on-the-ground research sets us apart, providing us with exceptional insight