Federation Alternative Investments

Federation Asset Management

Asset management
Sector

Financial Asset Management/ Private Equity

Federation has a track record of producing outstanding returns.

With a target return of 15% per annum and target distribution yield of 3% per annum.

Federation’s purpose is to protect and grow our clients’ capital in a sustainable and responsible way.

Business Highlights

Federation Alternative Investments (FAI) is an Asia-Pacific private equity fund that invests in renewable energy, social, health and education real estate and high-growth operating companies that meet a social and economic need. Federation builds strong, sustainable, market-leading businesses through the provision of the capital they need to grow, as well as the strategic, analytical and operational support brought from years supporting similar businesses.

Federation is a signatory to the United Nations Principles for Responsible Investment and is a member of the Responsible Investment Association of Australasia. Since the fund’s inception in September 2018, the Federation team has committed to A$170M of investments that have collectively generated an IRR return of 27% to date.

Target Return Objective: The Investment Manager seeks to acquire investments which support FAI’s total return objective of 15% per annum (after taking into account fees and costs of FAI but before taxation) over the life of FAI.

Target Yield Objective: The Investment Manager seeks to acquire investments which support FAI’s average income distribution yield objective of 3% per annum (after taking into account the fees and costs of FAI but before taxation) over the life of FAI.

The Opportunity Funds:

Renewable Energy: Climate change is one of the greatest challenges affecting our planet. Federation considers the production of clean energy as one of the key requirements to help solve this dilemma.

Real Estate: Real Estate is an integral part of our investment strategy. We pride ourselves on establishing, growing, and maintaining long-term relationships with all real estate stakeholders.

Performance

Accountability

Teamwork

Integrity

Videos

Team

Ann Sherry AO

Senior Advisor

Lincoln Wahl

Finance & Operations Director

Jason Walter

Partner

Neil Brown

Partner

Stephen Panizza

Partner

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Agripower

Agriculture

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Animoca Brands

Online Gaming

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Arbortech

Industrials

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Blooms the Chemist

Retail

Pharmacy

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Crestone Holdings Limited

Wealth Management

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Fort Street Real Estate Capital

Property

Fund

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Haoma Mining NL

Metals & Mining

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Happy Co

Information Technology

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iSignthis

Information Technology

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Myer Family Investments

Financial

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Orbit Express

Aerospace Technology

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Planet Innovation

Healthcare Technology