Rate, review and subscribe to Equity Mates Investing on Apple Podcasts 

WAM Alternative Assets – meet our investment partners

@EQUITYMATES|8 December, 2022

Source: Wilson Asset Management

This article was written by expert contributor WAM Alternative Assets (ASX: WMA).


Introduction

In a series of video interviews, WAM Alternative Assets (ASX: WMA) sits down with our investment partners to discuss how we work together to benefit our retail shareholders.

Allegro Funds

In this video, Dania speaks to Allegro Funds Managing Director Fay Bou. Allegro Funds is a turnaround, special situations and transformation private equity company, with one of the largest private equity teams on the ground in Australia.

Adamantem Capital

In this video, Dania sis down with Adamantem Capital’s Managing Director Rob Koczkar. Founded in 2016, Adamantem Capital is an Australian-based investment manager and a market leader in responsible and impact investing, managing $1.6 billion of assets. Adamantem Capital predominately looks at mid-market buyout opportunities. Adamantem Capital acquires control positons from 51% to 100% of each company it invests in and is one of the few private equity firms that has incorporated an ESG framework.

Barwon Investment Partners

In this video. Dania sits down with Partner and Head of Healthcare Property at Barwon Investment Partners Tom Patrick. The Barwon Institutional Healthcare Property Fund (BIHPF), which now includes 24 healthcare property assets, has benefitted, and in turn benefited the WAM Alternative Assets investment portfolio, from a surge in demand for healthcare services across Australia.

Argyle Water

In this video, Dania sits down with Argyle Capital Partners’ Managing Director Kim Morison. Argyle’s Water Fund invests in the ownership and on-going management of a diverse portfolio of water entitlements, otherwise known as perpetual water rights, across several river systems and aquifers. Argyle has been responsibly managing direct investments in water markets since 2008, leasing water entitlements to irrigators across multi-year periods and sell annual water allocations in forward and spot markets to a diversified range of farming enterprises. Its irrigator clients include fresh produce, citrus, almond, wine grape, table grape, cotton, rice and dairy producers.

Palisade Investment Partners

In this video, Dania sits down with Palisade Investment Partners Chief Executive Officer Roger Lloyd. Palisade Investment Partners is an independent, specialist infrastructure manager with a diversified portfolio. It deliberately focuses on the mid-market as it typically has less competition with more attractive entry valuations, in-turn creating strong returns to its investors. Palisade delivers investment acquisition and management of infrastructure assets in targeted sectors with a strong focus on long-term sustainable returns, adopting a rigorous approach to risk identification, mitigation and management.


Investing in alternative assets has traditionally been limited to these institutional investors, as well as high net worth individuals, due to the large minimum ticket sizes required for a single investment (often $10 million). WAM Alternative Assets (ASX: WMA) however, seeks to democratise investing in alternative assets for retail investors through its listed investment company (LIC) structure, which provides investors with access to a diversified portfolio of alternative assets while also providing them liquidity and a steady stream of dividends.


Prior to making an investment decision, retail investors should seek advice from their financial adviser. This document is intended as general information only.

More About
Companies Mentioned

Get the latest

Receive regular updates from our podcast teams, straight to your inbox.

The Equity Mates email keeps you informed and entertained with what's going on in business and markets
The perfect compliment to our Get Started Investing podcast series. Every week we’ll break down one key component of the world of finance to help you get started on your investing journey. This email is perfect for beginner investors or for those that want a refresher on some key investing terms and concepts.
The world of cryptocurrencies is a fascinating part of the investing universe these days. Questions abound about the future of the currencies themselves – Bitcoin, Ethereum etc. – and the use cases of the underlying blockchain technology. For those investing in crypto or interested in learning more about this corner of the market, we’re featuring some of the most interesting content we’ve come across in this weekly email.