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 21.0% 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-led Advantage
Academic research and our proprietary analysis suggest that founder-led companies can deliver superior returns across market cycles. They exhibit greater resilience during downturns and capture more upside during expansions.
* Based on an analysis of MSCI All Country World Index Constituents from 2006–2026 by Ziller Funds Management. All Stocks = MSCI All Country World Index (AUD). Founder-led stocks have been chosen based on Ziller’s experience and selections are subjective and in no way meant to be definitive or exhaustive.^ Returns are net of fees and inception date is 1 November 2022. Past performance is not a reliable indicator of future performance. ~Equilar, CEO Tenure, 2023.
10x
20-year return of founder-led stocks (3.3% alpha pa vs. all stocks)*
23.0 years and 4.8 years
Median portfolio founder tenure vs median global CEO tenure ~.
22.5%
Outperformance since inception^
94.7%
Return since inception^