Realising opportunity:
A family tradition
Since the very beginning, the Smorgon family has sought out rewarding opportunities, with the most valuable often the hardest to access. You need to know the right people, in the right asset classes, at the right time, and have the right amount of capital.
Over many decades, our family has invested a lot of time and money into many different partnerships, processes, networks and portfolios. It has paid off, connecting us to better opportunities more often.
We now offer these to you. The opportunity is yours..
Building Generational Wealth
Victor Smorgon Partners is a privately owned Family Office fund manager, operating under an Australian Financial Services Licence. With a generational lens, we invest using a thematic approach, guided by market insights and an experienced team to select long-term trends.
How We Invest
We approach each investment decision with a rigorous and dynamic investment strategy that is anchored in three main pillars:
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Theme
Our experienced team is guided by market insights to establish themes and long-term trends. We monitor the development of our investment thesis by identifying catalysts for each theme.
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Activation
We find the most effective way to gain exposure to the specified theme. This can take the form of direct operations, direct investment or through fund managers. We invest directly to where we have an edge and look to partner with experts in areas we do not.
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Risk & Portfolio Construction
We manage risk by selecting uncorrelated themes, positioning for key market risks, and focusing on fundamentals. We do not benchmark our weightings against indices, but rather focus on risk and return.
Our Investment Process
Our deep understanding of the market at every stage of its cycle allows us to be investment agnostic, where we can pursue investments which reflect the best risk and return prospects for the time.
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Research
We leverage the Group’s significant network to meet with industry specific experts and gather proprietary insights from primary and third-party sources to identify multiple long-term themes and meaningful macro-economic trends.
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Idea Generation
We use our learnings to determine key catalysts within these themes, their correlations and build a counter case to identify key risks to the macro trend.
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Investment Selection
Using a bottom-up approach, we determine the best way to express what we've discovered. We focus on free cash flow, operating margin, downside protection, and key risks. Our unique investment process allows us to either engage, invest, acquire, finesse, build, maximise/optimise, and extract value.
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Investment & Portfolio Management
Based on our conviction and identified risks, we establish investments and define exit strategies. We have continual Portfolio reviews to re-assess our position sizing and to ensure our portfolio has an asymmetric profile.
Why Us?
We invest in a different way to most. By following our proven processes and using our heritage, knowledge, and networks, we have produced returns that are consistently above market expectations.
We believe in a co-investment approach which sees us partner with proven and reputable experts in their field and ultimately allows us to provide a unique platform of investment opportunities.
Above all, we believe in building relationships through trust and confidence over time and forming partnerships that last.
Invest with us
Our investment method stems from our family philosophies, operational experience and our generational
style of investing and return expectations.
Now you too can access these same opportunities and experience high value investment returns.