Investments

Our investment strategies

Management Advisors is working with parties to establish investment funds in a number of  industries including sustainability and agriculture.

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 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 Farming Fund

Cultivate Farming Fund is establishing a closed end investment vehicle designed to invest in dairy farms with local community funding and support.  

Fund Structure

The Cultivate Farming Fund is an unregistered managed investment scheme available only to wholesale clients as per s761(G) of the Corporations Act.

Fund Investment

The Fund will invest in agriculture land use that contribute to sustainable dairy farming, farm development and employment pathway objectives. Investment opportunities include:

  • Purchase and/or lease of existing dairy farms
  • Land conversion for dairy farm operations
  • Cows and other livestock
  • Associated plant, equipment and technology for dairy farm operations
  • Support infrastructure, including water, cropping for stock feed, dairy/beef production and fertiliser production
  • Sharefarmer employment and training for Fund farms

The fund structure blends the strengths of a 15-year term, with annual redemptions available after three years of investment (subject to limits and market conditions). It recycles capital from any farm exit and accepts new periodic subscriptions.

Initial Farms

Working in conjunction with Dairy Farmers Milk Co-operative Limited and Tablelands Dairy Pathways the initial dairy farms are expected to be located on the Atherton Tablelands, FNQ. 

Portfolio Construction

The Fund’s investment portfolio will be developed over time.  During the initial formation phase the concentration of assets will be higher, with diversification as the Fund Grows.  The intended phases of the Fund are as follows:

  • Formation Phase: $10m to $50m TAV. Acquire an initial farm and then gradually add additional farms as opportunities arise including in the Tablelands region.  Intention for the majority of the Investors to be Community Investors;
  • Expansion Phase: $50m to $100m TAV. Acquire further farms and/or supporting infrastructure in other DFMC regions; and
  • Consolidation Phase: >$100m TAV. Potential for further capital raisings for further investments that improve the Fund’s returns, community impact and/or provide further diversification.