Ellerston Capital

What is Ellerston Capital?

Ellerston Capital is an investment manager with a core focus on equity strategies, including long only and long-short equity, as well as private equity. They aim to grow and protect their clients' wealth through strategic investing.

Founded in 2002 and formally established in 2004, they are headquartered in Sydney, Australia, aligning their objectives closely with those of their clients as a majority of the firm is owned by its principals and employees. They navigate a wide spectrum of investment landscapes comprising software, web marketplaces, SaaS, IT, TMT, and other sectors, with a special emphasis on emerging leaders, Asian growth markets, and ethical equities under their various fund offerings. These offerings include the Ellerston Australian Absolute Return Fund, Ellerston Global Equity Managers Fund, Ellerston Australian Emerging Leaders Fund, Ellerston Australian Micro Cap Fund, Ellerston Australian Share Fund, among others.

They also delve into alternative investment vehicles, such as the Ellerston Industrial Growth and Ellerston Ventures. In fixed income, they present the Ellerston Fixed Income Target Return Fund.

The firm maintains a minimum investment threshold of AUD 850,000 and a maximum of AUD 6,000,000. Passionate about creating long-term value for their clients, Ellerston Capital leverages a responsible investment philosophy that informs their selection process and investment decisions.

They frequently share insights and market outlooks through their news platform, reflecting their active engagement in thought leadership within the investment community.