We are a Sydney-based global equity specialist, investing in founder-led stocks across key global growth themes. Our fund has generated net returns of 21.5% p.a since inception on 1 November 2022.
Global Equities
Founder-led
Concentrated Growth
Disciplined process
Founders bring a special set of qualities which drive a high‑performance operating culture unmatched by peers. Over the years, results from this culture compound and can lead to superior long‑term stock performance (Zook, 2016).
Frontline Obsession
Founders empower employees closest to customers, creating a culture of service excellence and long -term loyalty.
Owners Mindset
Founders act quickly, avoid bureaucracy and allocate capital as if it were their own.
Business Insurgency
Founders challenge industry norms and reshape markets on behalf of underserved customers.
The Founder Edge
Academic research and our proprietary analysis suggests that founder-led companies can deliver superior returns across market cycles. They exhibit greater resilience during downturns and capture more upside during expansions.
*Ziller proprietary research leveraging Bain & Company’s 2016 study.
^Returns are net of fees and inception date is 1 November 2022. Past performance is not a reliable indicator of future performance.
10x
Outperformance vs. Non-Founder Companies (over 30 years)*
4.8 years and 19.0 years
Median Portfolio Founder Tenure vs Median Global CEO Tenure
30.7%
Outperformance since inception^
94.8%
Return since inception^