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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.

19.7% Net returns p.a. since inception (November 2022)
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The Founder-led Advantage

Founder-led companies have historically outperformed within global equities — a finding substantiated by academic and corporate research.

* Based on an analysis of MSCI All Country World Index Constituents from 2006–2026 by Ziller Funds Management.

10x

20-year return of founder-led stocks (3.3% alpha pa vs. all stocks)*

23.0 vs 4.8 years

Median Ziller founder tenure vs
global CEO tenure

21.7%

Ziller outperformance since inception^

105.2%

Ziller return since inception^

^ Returns are net of fees and inception date is 1 November 2022. Past performance is not a reliable indicator of future performance.

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