“Our partnerships with stand-out investment teams around the world are key to providing our investors with the potential for superior returns and enhanced diversification.”

We focus on sourcing the very best investment managers from around the globe in markets that we believe enable value to be created for investors. By working with those managers who consistently outperform across their asset classes, we are able to generate greater alpha for our clients’ portfolios.

As a result, each of our investment partners are proven investment specialists with successful track records, deep expertise and the ability to sustain premium performance.

Based in the US and with US$18 billion in assets under management, Bridge is a leading real estate investment and property management firm.

Bridge seeks to provide investors with strong capital appreciation and attractive risk-adjusted returns by opportunistically investing in selected sectors of the real estate market – predominantly in multifamily apartment, commercial office and senior housing properties.

The Bridge team has extensive experience across all aspects of real estate investment including development, management, operations and capital management. This allows them to identify assets that can be bought at a price which doesn’t reflect their underlying potential, and are expected to provide attractive income to investors after a value-added improvement process.

bought at a price which doesn’t reflect their underlying potential, and are expected to provide attractive income to investors after a value-added improvement process.

Investments are targeted throughout the US, with an emphasis on opportunistic, mispriced or overlooked properties located in high-growth markets. On top of this, Bridge has on-the-ground resources to operate and add value to these properties.

It’s these unique capabilities that enable Bridge to provide investors with attractive returns and capital growth, while minimising risks.

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Spire funds managed with this partner

Spire USA Multifamily Fund IV (AUD) - NOW AVAILABLE

Zenith rating “Recommended”

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Spire USA ROC II Fund (AUD)

The Fund’s original Zenith rating was “Highly Recommended”, however this is now not current as the Fund’s capital raising period has expired.

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Spire USA ROC III Fund (AUD)

The Fund’s original Zenith rating was “Highly Recommended”, however this is now not current as the Fund’s capital raising period has expired.

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Spire USA ROC IV Fund (AUD)

The Fund’s original Zenith rating was “Recommended”, however this is now not current as the Fund’s capital raising period has expired.

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Spire USA ROC Seniors Housing and Medical Properties Fund (AUD)

The Fund’s original Zenith rating was “Highly Recommended”, however this is now not current as the Fund’s capital raising period has expired.

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Spire USA ROC Seniors Housing and Medical Properties Fund II

The Fund’s original Zenith rating was “Recommended”, however this is now not current as the Fund’s capital raising period has expired.

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Spire USA ROC Office Fund I (AUD)

The Fund’s original Zenith rating was “Recommended”, however this is now not current as the Fund’s capital raising period has expired.

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Spire Wholesale Alternative Income Fund No.1 (AUD)

This Fund is available to Wholesale Clients only and is a partnership between Spire and its long-time U.S. real estate investment partner Bridge Investment Group Partners, LLC. The Fund is a private debt fund and aims to generate a total return (IRR) of 11-13% p.a. from investing in  loans backed by U.S. multifamily apartment communities […]

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Copper Rock Capital Partners believe small cap strategies should be managed in a boutique where the investment team can set the investment strategy and the investment capacity of each product with the ultimate focus on delivering superior performance. Copper Rock’s investment team and process are led by one of the most senior global equities teams in the U.S. Under the direction of Steve Dexter, Chairman and Chief Investment Officer, and his colleagues, Denise Selden, CFA, and David Shea, CFA, each of whom have more than 25 years portfolio management experience, the team manages over $2 billion in global equities strategies.

Copper Rock Capital Partners believes that small and mid-cap markets are inefficient. They take advantage of the inefficiencies across market capitalization and geographies to generate alpha for our clients. They apply rigorous fundamental research combined with a disciplined sell strategy to identify companies with superior growth relative to their peers. Their ability to identify these top-performing companies before widespread investor recognition drives valuations upwards leads to consistent levels of out-performance over time.

Rigorous Sell Discipline

A well executed sell discipline adds incremental value to Copper Rock Capital Partners’ investment strategies over time. These sell disciplines, for which the teams have become known, keep their investment professionals focused on what they own, when to sell, and differentiate them from the competition.

Risk Management

Copper Rock Capital Partners recognizes the importance of applying disciplined risk management at the individual strategy level and firm wide. Their investments strategies are designed to adapt as the markets evolve while always maintaining a practical application of risk management to ensure the alpha generation is consistent and within the requirements of their clients.
Copper Rock Capital Partners believe using a balance of quantitative and fundamental analyses to identify companies with superior growth relative to their peers will lead to consistent levels of outperformance. They seek to identify the emerging leaders across industries because investing in future market leaders enables them to provide their clients with access to best-of-class companies at an early point in their growth cycle and before widespread investor interest drives valuations upward. This dynamic strategy combined with the following attributes generates strong and consistent long-term performance, and differentiates them from their competitors.

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Spire funds managed with this partner

Spire Copper Rock Capital Global Smaller Companies Fund - NOW AVAILABLE

Zenith rating “Recommended”

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EVP’s key personnel have extensive experience investing in, building and scaling early stage, high-growth technology companies. Members of the Investment Committee have been active investors in the sector for over 20 years and have established successful track records over that time.

The Investment Team comprises Les Szekely, Howard Leibman, Justin Lipman and Daniel Szekely. The Investment Committee comprises the four members of the Investment Team as well as Craig Butcher, who serves as an external member of the committee.

EVP seeks to ensure a strong alignment of interest between investors, the Fund Manager and members of the Investment Committee.

Spire funds managed with this partner

EVP Fund II

Introducing EVP Fund II – an accredited Early Stage Venture Capital Limited Partnership (EVCLP). As such all profits are tax-free, and investors are subject to a 10% rebate on invested capital. The Fund is open to wholesale investors only. Investing early in Australia’s most successful technology startups to deliver outstanding returns. The Fund will target […]

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Founded in 2015, Valterra Partners is a New York-based private investment firm that provides partnership capital to lower middle market companies with compelling growth prospects.

Core to Valterra’s investment philosophy is that their involvement is viewed as a partnership with existing stakeholders of the business and that their capital is used primarily as a catalyst to unlock growth.

Valterra traces its roots back to 2006 when the partners began investing together as part of Macquarie Bank’s (ASX:MQG) US-based merchant banking division. While at Macquarie, the partners invested $500 million of the bank’s balance sheet capital into growth equity opportunities as part of a larger $1 billion + US portfolio. In late 2014, the partners spun out of Macquarie and founded Valterra Partners to independently pursue growth equity opportunities.

While Valterra’s investments can be structured as either majority or minority positions, Valterra always takes an active role in managing its positions through a hands-on governance structure. Valterra take pride in their ability to work collaboratively with management teams to introduce new financial and managerial resources that can position our portfolio companies for sustained growth.

As part of an on-going partnership, Valterra works closely with its management teams to provide access to capital, strategic and operational expertise and a broad network of operating partners and industry contacts that can help transform a young business into an industry leader.

Valterra targets investments in small-to-medium size businesses (US$5 to US$50 million in enterprise value) that have a strong existing platform and possess visible growth potential. Valterra looks to partner with best-in-class management teams in situations where their capital goes to fund a defined purpose that can unlock growth. For each transaction, Valterra takes a flexible approach to investing, working hand-in-hand with existing stakeholders to develop a mutually agreeable investment structure.

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Spire funds managed with this partner

Spire Aero Aggregates Fund (AUD)

The Spire Aero Aggregates Fund AUD (‘Fund’) will provide Australian investors with access to Aero Aggregates of North America, LLC (“Aero”). The Fund will invest alongside and pari passu with Valterra Partners (“Valterra), a specialist lower mid-market private equity firm based in New York. Aero will be accessed via an underlying investment entity (Valterra Aero Holdings LLC) created and controlled by Valterra Partners LLC (‘Valterra’).

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We’re always looking for new investment partners who are able to help us bring exceptional investment opportunities to our clients. If you’re an investment manager who’s able to deliver outstanding results, please get in touch.

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