Alternative Investment Specialists
More and more investors are shifting to Alternatives to boost returns, generate income, provide diversification from traditional investments and achieve their goals.
WHY ALTERNATIVES?Alternatives are essential for true diversification
Traditional investment vehicles such as equities, term deposits, and fixed-income securities can only get you so far.
More and more investors are shifting to alternatives to boost returns, generate income, provide diversification from traditional investments, and achieve their goals.
WHAT ARE ALTERNATIVES?Alternative investments are becoming core strategies
They are active, return-seeking strategies that often have different risks.
Strategies include:
Private Assets
Hedge Funds
Tangible & Real Assets
WHY CAPNZWe offer a bespoke, customised approach tailored to the needs of investors
An exposure to alternatives provides a much-needed hedge against market uncertainty.
Between investments such as hedge funds, private equity, private credit, horticulture, farmland, and forestry investors can utilise the market-independence of alternatives to keep their portfolios performing well during times of economic downturn.
ALTERNATIVESOur Investment Managers
It is always a pleasure working with Charles. He collaborates efficiently on each new opportunity, applying the depth of his individual mandate knowledge to help answer questions along the way while also demonstrating patience and understanding of a robust investment process. This exemplifies why Charles has such a wide network of both GP’s and LP’s as he adeptly maintains strong relationships with everyone he engages with. I look forward to working with Charles again on the next great opportunity he introduces me to.
Hamish BlackmanPortfolio Manager, NZ Super Fund
Latest Updates and News
Stay informed with the latest investment news
Vantage Private Equity Growth 2 – Quarterly Report- September 2021
Vantage Private Equity Growth 2 (VPEG2) is a multi-manager Private Equity investment fund structured as twin Australian unit trusts (VPEG2A & VPEG2B). VPEG2 is focused on investing in professionally managed Private Equity funds that invest in businesses that are at a more mature stage of development, and in particular the Later Expansion and Buyout stages...
Vantage Private Equity Growth 3 – Quarterly Report- September 2021
Market Review As at 30 September 2021, VPEG3 had committed $67.50 million across seven Primary Private Equity Funds and two co-investments. As a result, a total of 40 underlying company investments exist within the portfolio at quarter end. VPEG3’s investment commitments include; $12 million to Allegro Fund III; $10 million to each of Adamantem Capital...
Merricks Partners Fund Report – November 2021
Market Review Australia’s residential pricing has reached record highs, with continued growth across almost all markets. The national median house price had risen 18.4% over the year to June with the national median unit price up 8.6% according to CBRE. We continue to focus on office opportunities in Sydney and Auckland. National office demand remained...
Merricks Agriculture Credit Fund Report – November 2021
Market Review Agricultural land values remain very strong, driven by transactions across the spring selling season and underpinned by the weight of capital that continues to flow into the sector. Institutional funds and family farmers continue to pay record prices for assets, with values underpinned by a combination of high commodity prices, low interest rates...
Tribeca Special Opportunities Fund – Monthly Update – November 2021
Volatility in global markets continued to be a theme over the month, with significant swings seen on a daily basis. Whilst market sentiment was relatively upbeat at the start of the month, it fell away significantly as the month drew to a close, as investors were spooked by the emergence of the highly transmissible Omicron...
Tribeca Vanda Asia Credit Fund – Monthly Update – November 2021
The Fund recorded a strong gain in November of 5.61%. In terms of sector attribution, carbon credits (+5.13%) were a key driver of performance, while precious metals names also continued to add value (+2.69%). Uranium (+1.29%), and battery metals (+0.97%) were among the other strong contributors for the month. The primary detractor from performance was...
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