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PROFESSIONALLY MANAGED INVESTMENT ACCOUNTS

Glenorchy Capital is a boutique private client portfolio manager targeting asymmetric returns. We build a structured portfolio for clients, and provide ongoing management by our in-house trading team.
ABOUT US

ABOUT

GLENORCHY CAPITAL

Glenorchy Capital seeks to provide clients with a portfolio of low risk, high target return investments, not correlated to the major indices. We are long term, deep value investors, expecting to be holding positions for at least 5 years, investing in sectors and industries few dare venture. This gives us an edge – rather than being constantly distracted by daily headlines and subjected to the risks of betting on single companies, we look to multiply our clients’ capital over the longer term by attempting to anticipate sectoral shifts in valuations based on our global macro and fundamental analysis..

40 YEARS

Experience

300

Clients Globally

$250m

Under Management

OUR STRATEGY

FUNDAMENTALS

We search global financial markets for extremely out of favour sectors that are fundamentally mispriced, and look set to change.

REDUCING RISK

We invest in many high target return positions to gain a broad exposure to a theme, and effectively limit risk by keeping positions small.

NON-CORRELATED

By the nature of our contrarian views, our positions mean very little correlation with the Dow, or the major market indices.

ARBITRAGING IMPATIENCE

The 24/7 feed and pressure on money managers to hit quarterly targets means few can apply a long term view – this is something we exploit.

THEME BASED

We look to invest in unloved sectors where there is a question of when (not if) they’ll recover. We generally have up to a dozen sectors/themes in play at any time.

ASYMMETRY

If we can’t see an “easy” 3:1 or better return from a theme or sector, we simply won’t invest. This “portfolio” strategy is another way we manage risk.

HOW IT WORKS?

Joining Glenorchy Capital as a client is straight forward and can take as little as a day. After registering your interest, we’ll send you key information to review, which is followed by a call where you can meet Glenorchy’s leadership and discuss your involvement. Providing you wish to proceed, we’ll then guide you through the rest of the process.

APPLY

Fill in the application form below to register your interest, and we'll send you detailed information to review.

REVIEW

Review Glenorchy Capital's performance from inception, client requirements, fee structure, Client Relationship Summary (Form CRS), and Brochure (Form ADV pt2).

SCHEDULE A CALL

After reviewing our initial information, you can schedule a call with our managing partners to ask any questions and decide whether Glenorchy is suitable based on your aims.

FUND ACCOUNT

We will then guide you through the funding of an account, and then invest on your behalf on an ongoing basis.

MONITOR

You have full access to your account at all times, and be able to run reports at any time - just like a standard brokerage account. We will provide weekly commentary and quarterly updates.

LEADERSHIP TEAM

Chris has founded and built several multi-million dollar businesses in the investment arena including overseeing the deployment of $30m into Venture Capital opportunities and advising family offices internationally. Prior to this, Chris built a career at Invesco Asset Management, Lehman Brothers, JPMChase, & Robert Flemings.

After managing high net worth private client funds at Henry Ansbacher, Brad managed a proprietary trading book for Rand Merchant Bank in South Africa and Australia. Brad’s speciality is in identifying opportunities in extreme out of favour themes globally and executing strategies to achieve asymmetric payoffs.

NEW CLIENT APPLICATION

Clients are required to invest a minimum allocation of US$150,000 and be considered a “qualified client” in order to be considered. You can read more in our Client Relationship Summary here. Upon application, we’ll send you a detailed overview of our services, our fee structure, and providing you wish to proceed, schedule a call with one of our founders to discuss further.

WHY GLENORCHY

At the bottom of the South Island of New Zealand nestled between two mountain ranges and the end of one of the world’s most picturesque lakes is the little village of Glenorchy. It’s an awe inspiring and humbling place free from the noise and commotion of global financial markets. Glenorchy epitomises our investment strategy. It is a place to return to first principles, to avoid the noise and hypersensitive short term-ism that engulfs and overwhelms our modern world. It is little known, out of sight and out of mind, where there is no time pressures and the only change seems to be cycle of the seasons, but with so much inner value that when you experience it you’re both excited and relieved.

GLENORCHY CAPITAL

USEFUL LINKS

Contact

[email protected]

Glenorchy Capital Ltd.
257 Desmond’s Road
Boorolite, Victoria 3723, Australia

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Regulatory

Glenorchy Capital has a British Virgin Islands Approved Investment Manager license and is registered with the United States Securities and Exchange Commission as an Investment Adviser BVI Approved Investment Manager IBR/AIM/18/0235 United States CRD No.: 305636 For more information, see our Client Relationship Summary

GLENORCHY CAPITAL LTD (BC NO:1975524) DOES NOT GUARANTEE THE REPAYMENT OF CAPITAL OR ANY PARTICULAR RATE OF RETURN FROM THE MANAGED ACCOUNTS. PAST PERFORMANCE IS NO GUARANTEE OR INDICATION OF FUTURE PERFORMANCE. YOUR PORTFOLIO PRICE CAN GO DOWN AS WELL AS UP. THIS DOCUMENT DOES NOT TAKE INTO ACCOUNT A READER’S INVESTMENT OBJECTIVES, PARTICULAR NEEDS OR FINANCIAL SITUATION. IT IS GENERAL INFORMATION ONLY AND SHOULD NOT BE CONSIDERED AS INVESTMENT ADVICE AND SHOULD NOT BE RELIED ON AS AN INVESTMENT RECOMMENDATION. BY ENGAGING WITH GLENORCHY CAPITAL YOU ACKNOWLEDGE TO BEING A “QUALIFIED CLIENT” AS DEFINED UNDER RULE 205-3 OF THE U.S. INVESTMENT ADVISERS ACT OF 1940 AS: A NATURAL PERSON OR COMPANY THAT HAS A NET WORTH OF AT LEAST $2,200,000 OR PLACES $1,100,000 OR MORE UNDER MANAGEMENT WITH US; OR IS A “QUALIFIED PURCHASER”AS DEFINED UNDER THE U.S. INVESTMENT COMPANY ACT OF 1940.

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