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The founders we back

Seventeen founders
building the next decade.

 

 

Click a founder to learn about their story

About Us

A Sydney-based global equity specialist, investing in founder-led stocks across key global growth themes.

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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).

01

Frontline Obsession

Founders empower employees closest to customers, creating a culture of service excellence and long-term loyalty.

02

Owners Mindset

Founders act quickly, avoid bureaucracy and allocate capital as if it were their own.

03

Business Insurgency

Founders challenge industry norms and reshape markets on behalf of underserved customers.

Insights

Essays from the desk.

Monthly notes on founders we admire, businesses we own, and the structural shifts shaping the next decade.

Read our latest essay