Investments

Our investment strategies

Management Advisors is implementing a process to establish platform investments in a wide range of industries including industrial services, energy, resources and mining, transport, consumer products, entertainment, ‘big data’ services and agriculture.

On establishment we will provide advice and assistance to our portfolio companies on acquisitions, capital restructuring, growth plans which leverage competitive advantage, and strategies for improving operating earnings.

We target a long term average profit growth between 15-20% and annual leveraged returns of 25-30%.

We have experience across a wide range of sectors with companies whose principal operations are in Australia and New Zealand. Private equity strategies target companies that have been identified through our team’s rigorous analysis as not achieving their full potential while being resilient to external market forces.

Currently open for investment:

Sustainability Global Fund

Propose the establishment of an evergreen sustainable investment vehicle designed to generate competitive risk-adjusted returns while contributing to global net-zero transition and broader sustainability objectives. The Fund’s mission is to realign capital flows towards sustainability, resilience, and inclusivity while delivering strong financial performance for sophisticated investors through a perpetual investment structure that enables continuous capital recycling and enhanced liquidity.

Strategic Sectors

This fund will look to invest across priority sectors aligned with the Australian Sustainable Finance Taxonomy:

  • Manufacturing and Industry
  • Resources and Mining
  • Energy and Electricity
  • Transport
  • Infrastructure
  • Buildings and Construction
  • Agriculture and Land Use

 

The Fund will also invest in other sectors including Public Private Partnership (PPP), Fund of Funds (FOF) and healthcare where such activities contribute to the Fund’s financial and sustainability objectives.

Seed projects

Targeting an investment in GlassKote FGI which is pursuing the development of low-iron float-glass plants:

  • UAE: 1,000 TPD low-iron line integrated with magnetron sputter coating and value-add facilities (lamination, IGU, specialty glazing)
  • Australia (QLD): low-iron float line aimed at re-establishing domestic production capacity following Oceania Glass’s 2025 collapse

Both projects target premium architectural, façade, and solar-glass markets, leveraging decarbonisation technology and regional export opportunities.

Exclusions

This fund is expected to exclude investments in:

  • Gambling and predatory lending
  • Tobacco and harmful substances
  • Activities causing significant environmental or social harm which are not supported by the ASFT framework
  • Fossil fuel extraction and refining. Investment may be allowed for activities focused on energy transition or material environmental performance upgrades.

Cultivate Dairy Fund

Propose the establishment of a closed end investment vehicle designed to invest in dairy farms with local community funding and support.  Parties involved include the Dairy Farmers Milk Co-operative Limited, Cultivate Farms Pty Ltd and Tablelands Dairy Pathway Board. 

Seed farms

The initial dairy farms are expected to be located on the Atherton Tablelands, FNQ. 

Exclusions

This fund is expected to exclude investments in:

  • Livestock where the primary emphasis is non dairy cows
  • Horticulture and viticulture
  • Activities causing significant environmental or social harm which are not supported by the ASFT framework