Australian Equities And Public Markets
Purpose-built access to Australian equities investment and curated ASX investment opportunities for wholesale clients.
We combine rigorous, bottom-up research with disciplined risk controls to surface mispriced ideas across the ASX.
How we research
We deploy a bottom‑up process — financial-statement modelling, field interviews, and on-the-ground channel checks—to identify under‑appreciated catalysts in ASX‑listed companies. Expect concise investment theses supported by crisp data dashboards and clear risk controls.
Financial Modelling
We build detailed bottom-up models to forecast earnings and valuation.
Field Interviews
We speak directly with industry experts, suppliers, and insiders.
Channel Checks
We verify trends via site visits, surveys, and distributor data.
What You Get
Idea generation
High-conviction long and event-driven ideas across large, mid and small caps; selective ETF/thematic exposure.
Deal access
Participation (where available) in placements, block trades, IPOs/pre-IPOs, and secondary raisings.
Clear documentation
One-page theses, valuation frameworks, risk flags, catalysts, and exit considerations.
Execution support
Coordination with approved brokers/registries and post-trade confirmations.
Ongoing monitoring
KPI tracking, earnings updates, and event alerts.
Our process
Discover
Define mandate scope and confirm wholesale status.
Diligence
Provide deeper materials and Q&A access where available.
Review
Ongoing performance and catalyst tracking, with periodic updates.
Present
Share screened opportunities with thesis, valuation, and risks.
Execute
Coordinate allocations and settlement (as applicable).
