Benefits of Investments with Edgehave

Enhancing investment outcomes for clients

We’ll assist you to take advantage of appropriate funds in a prudent and opportune way and guide your direct entry into these investments with bespoke solutions tailored to your portfolio

harness

the expertise
and resources of a
dedicated alternatives team

achieve

a fixed cost
alternative to fiduciary
and consultant services

gain

the highest standard
in alternatives
due diligence

benefit

from our expertise to
directly access a broad array
of investments and strategies

maintain

low risk through
genuinely uncorrelated
investments

experience

excellent performance
throughout investment
cycles

learn

from a seasoned investor
with significant experience in
negotiating fees and terms

discover

new opportunities to
diversify the equity and
bond risk in your portfolio

access

the best investment ideas
for return enhancement
and risk diversification

Having managed institutional monies for many years, the Edgehaven team has a breadth of experience across all asset classes including listed assets. This allows the team to find attractive opportunities using their well-timed judgement of investment cycles and not be hostage to static asset class definitions. This dynamic and thoughtful approach assists the team to find interesting strategies and niche ideas that others may not focus on.

Lorraine Berends, Non-Executive Director, Life Member, Association of Superannuation Funds of Australia, Life Member, Investment Management Consultants Association