Who we are
We’re current management consultants at top-tier firms in Australia, advising executive teams across mining, energy, and infrastructure. Our day jobs involve helping clients make multi-billion dollar decisions — where to allocate capital, how to navigate energy transitions, and how to structure operations for long-term value.
We’re staying anonymous. That’s deliberate.
To protect our professional roles
To avoid any perceived conflicts of interest (Note that we don’t invest in businesses we advise)
And because this is just a bit of fun — serious fun, but fun all the same
We love research, we love debate, and we love the craft of figuring out what something’s worth — and what might cause the market to realise it.
Investment Philosophy
We believe the best investment opportunities lie at the intersection of intrinsic value and strategic insight. Our process is grounded in:
Valuation discipline — DCFs, asset-based models, margin-of-safety pricing
Industry context — understanding how capital flows, policy, and operating decisions shape performance
Contrarian perspective — we’re skeptical by nature and prepared to be early (or alone) when the thesis is clear
Capital preservation mindset — we’d rather miss a rally than misprice risk
We invest primarily in listed mining, energy, and natural resources companies across the ASX
We’re Not Taking Capital.
This fund is built with our own money. No outside investors. No fundraising. Just our capital, our ideas, and full skin in the game.
Contact us
Got a question, challenge, or interesting thesis? Reach out. We don’t bite — and we always read thoughtful messages