Retirement Portfolio Resilience Perspective
Category: Historical Corporate Development
This historical document outlines Gyrostat's early vision for building an institution capable of delivering innovative portfolio construction solutions to a broader Australian market.
Viewed through today's Retirement Portfolio Resilience Framework, the enduring significance of this publication lies not in the specific capital raising proposal, but in its long-term vision for creating a scalable investment management business supported by robust governance, education and portfolio construction expertise. While the commercial objectives reflect the company's stage of development in 2015–2016, the underlying ambition to build an enduring institution around disciplined portfolio construction has remained consistent throughout the evolution of Retirement Portfolio Resilience.
This historical document forms part of Gyrostat's institutional history and documents the long-term development of the organisation supporting the Retirement Portfolio Resilience Framework.
EXPRESSIONS OF INTEREST
STRATEGIC EARLY STAGE FINTECH INVESTMENT
INNOVATIVE RISK MANAGED EQUITY FUNDS – ‘BLUE CHIP’ SHARES WITH INSURANCE
Expressions of interest from strategic investors are sought by close of business Friday 8 July 2016. Proceeds will be used to expand our served market to include a ‘retail’ offering within Australia.
Key data:
- The fund provides an ideal solution to the investor challenge of achieving higher income while always protecting and growing capital
- Established team with 5 ½ year track record of compounded returns of 33% with no downside exceeding 2%
- Wholesale fund with established investment, risk management and compliance systems
- Unique 3 stage investment approach - always a ‘hockey stick’ pay-off profile
- Highly scalable business model with the ability to launch additional risk managed equity funds with different risk tolerances
- Funds will be deployed for retail offering, marketing & promotion, and operational expenditure
- Initial stake up to 20% with ability to expand stake to 30% with funds under management growth
- Intention is to list Gyrostat Capital Management on the ASX in the medium term, as a unique annuity business with management fees robust to market falls, highly scalable, with a distinctive investment approach
- Opportunity to participate in early stage investment with FUM around $ 11 M, capacity $ 1 B +
