15+ years of thoughtful
investment management
Investment Philosophy
We are long-term investors and build portfolios designed to meet clients’ long-term financial goals for investment management.
This enables us to build bespoke portfolios for each client—combining the public and private investment vehicles suitable to their unique investment objectives, liquidity needs and risk profiles.
This sophisticated approach to asset allocation is typically only accessible by the world’s most successful institutions and wealthiest families.
PUBLIC EQUITY
Bottom-up research and a thorough assessment of a company and its management help drive investment decisions within our public equity strategies. We look for companies with long-term growth and stability, a proven track record, shareholder-minded management and a share price that is trading below our estimate of intrinsic value. We offer various strategies focused on providing different income and return profiles across all market caps and geographies.
FIXED INCOME & CREDIT ALTERNATIVE
Our fixed income & credit alternative strategies provide actively managed, global exposures in a non-equity correlated asset class. Our strategies are able to protect against interest rate risk, which in turn guards against the potential loss of capital that could occur if interest rates rise and, as a direct result, bond prices fall. In addition, we actively manage the credit and geographic exposures of each of our strategies. With a focus on absolute returns and low correlations to equity markets, these strategies form an important part of our clients’ asset mix.
PRIVATE EQUITY
Harbour Investment Partners private equity platform focuses on acquiring and building high-quality businesses in Australia and New Zealand across various market caps. With a focus on execution theses rather than macro-economic or industry trends, long-term value creation is our only goal.
PRIVATE CREDIT
Harbour Investment Partners invests primarily in private debt and other credit strategies. We practice value-oriented investing, employing a bottom-up, fundamental and structural analysis of the underlying borrowers. We seek to generate strong risk-adjusted and absolute returns across market cycles.
Investment Strategies
Not all investment strategies and products offered by Harbour Investment Partners are available to non-Australian investors. By entering the Australian Investor section of the Harbour Investment Partners website, you acknowledge and represent that you are an investor resident in Australia. If you do not meet this qualification, please select International Investors.
- Equity Strategies
- Fixed Income & Credit Alternative Strategies
- Cash & Equivalents
- Harbour Strategies
Equity
Strategies
The Harbour Investment Partners Premium Income Strategy seeks to provide dividend income and long-term capital appreciation by investing in high quality dividend paying companies across the dividend spectrum with a predominant focus on publicly traded Australian securities.
The Harbour Investment Partners International Strategy seeks to achieve capital appreciation by investing primarily in a variety of growth and value securities listed on international exchanges outside of Australia.
The Harbour Investment Partners Equity Strategy seeks to provide steady income and capital appreciation by investing in a diversified portfolio of investments across a broad range of industries, in larger- capitalization publicly traded securities.
The Harbour Investment Partners Dividend Distribution Strategy seeks to provide stable cash flow with the potential for modest capital appreciation by investing primarily in a diversified portfolio of high yielding, high quality, income producing equities and debt securities.
The Harbour Investment Partners Global Special Situations Strategy seeks to achieve positive absolute returns by investing primarily in a concentrated portfolio of equity securities that we believe are undervalued relative to their long-term potential across a broad range of market capitalizations, geographies and sectors.
Fixed Income &
Credit Alternative
Strategies
The Global Credit Strategy seeks to provide positive absolute returns by gaining economic exposure to a diversified portfolio of securities and financial instruments, including derivatives, in a variety of world markets.
The Harbour Investment Partners Government Bond Duration Strategy targets a constant duration using Australian 10-year bonds. This strategy seeks to provide consistent and stable income while offering exposure to Australian government bond curves.
The Harbour Investment Partners Short Term Bond Strategy seeks to achieve capital appreciation and stable income by investing in a concentrated portfolio of stable, income-generating corporate bonds across a broad universe of companies and credit ratings.
Cash & Equivalents
The Harbour Investment Partners High Interest Cash Strategy seeks to provide clients with stable income and capital preservation. This strategy invests in interest-bearing accounts, banker’s acceptances, deposits and other interest-bearing AUS dollar denominated instruments with financial institutions, publicly traded debt, preferred equity securities and related derivatives, including without limitation, both corporate and government debt, preferred shares and other income-producing securities.
Harbour Investment Partners Strategies
- Harbour Investment Partners Securities High Yield Bond strategy:
Long-only credit strategy focused primarily on investments in sub investment grade cash bonds. Seeks to generate attractive risk adjusted returns that outperform the full credit cycle.
- Harbour Investment Partners Senior Credit:
A long only credit strategy focused exclusively on first-lien senior secured Australian loans and bonds.
- Harbour Investment Partners Capital Solutions:
Privately originated capital solutions as well as secondary trading opportunities in companies facing transition. The strategy focuses on transactions that leverage Harbour Investment Partners’ institutional knowledge and targets middle market transactions where Harbour Investment Partners believes it can most effectively “drive the outcome”.
- Harbour Investment Partners Structured Credit Strategy:
The strategy seeks to generate attractive risk-adjusted returns with some downside protection and current income (vehicle dependent) across the entire CLO capital structure from equity to investment grade notes.
- Harbour Investment Partners Falcon:
This strategy provides high value senior credit solutions to middle market companies primarily in Australia.
- Our private equity strategy aims at enduring capital appreciation primarily through targeting opportunities in four industry verticals: industrials, business services and software, healthcare and financial services.