Equities · Capability Brief
Before it becomes consensus.
Concentrated, high-conviction positions in the world’s largest listed companies, accessed through funds, segregated mandates or co-investment.
The Equities Capability
Concentrated equities, before consensus.
GEM’s equities capability is a concentrated, high-conviction approach to the world’s largest listed companies on the NYSE and NASDAQ, positioned in the secular themes reshaping the global economy.
One research engine powers our pooled funds, segregated mandates, and co-investments. This page describes the capability; the funds are offered separately under Managed Funds.
Investment Themes
Four structural shifts in the world’s largest economies.
Sustained, multi-year procurement cycles across allied nations and a structural rebuild of sovereign capability.
The picks and shovels of the digital economy — category leaders with deep moats in AI, quantum, and silicon.
A multi-decade transition across generation, storage, and the electrification of industry.
Reshoring and the reconfiguration of global supply chains around resilience over efficiency.
The Process
Identify · Position · Compound
From a universe of secular winners to a concentrated book — three disciplined stages.
01
Identify
02
Position
03
Compound
01
Identify
We start with secular growth themes: AI infrastructure, automation, cybersecurity, semiconductors and aerospace. Then we use proprietary, AI-powered signals to surface the sector leaders inside each.
OutcomeA watchlist of sector leaders
02
Position
Concentrated allocation to US-listed NYSE / NASDAQ top-100 companies where the thesis is strongest — sized with discipline, entered around hard catalysts.
OutcomeA concentrated, conviction-weighted book
03
Compound
Hold with conviction through the re-rating. Patience, not turnover, is the source of long-run return.
OutcomeCompounded returns across the cycle
How To Access
Three routes to the same thesis.
Choose the vehicle that fits your mandate. Terms shown are placeholders pending confirmation.
I
Pooled Funds
Access the strategy through our managed funds, the simplest route for most wholesale investors.
Vehicle
Unit trust
Minimum
AUD 500,000
Liquidity
Monthly
II
Segregated Mandate
A separately managed account run to the same thesis, with bespoke guidelines and full transparency.
Vehicle
SMA
Minimum
AUD 500,000
Liquidity
By agreement
III
Co-Investment
Selective co-investment alongside the funds in single-name, high-conviction events, offered by invitation on a deal-by-deal basis.
Vehicle
By invitation
Minimum
AUD 500,000
Liquidity
Event-linked
Representative Positions
Where conviction sits.
Illustrative of the kind of position the capability targets across the four shifts — not current or recommended holdings.
DEF6.6%
Aerospace & defence primes
Prime contractors and defence-linked data analytics, positioned against multi-year sovereign procurement backlogs.
Defence & Aerospace
TEC19.8%
Semiconductors & AI
Silicon, networking and cloud infrastructure underpinning the compute buildout, spanning design IP through to data-centre hardware.
Frontier Technologies
ENE4.8%
Nuclear & energy transition
Robotics, industrial automation and specialty materials, positioned against reshoring capex.
Energy Technology
MFG5.4%
Industrial automation
Reshoring forces capex into resilient supply chains.
Advanced Manufacturing
Risk & Eligibility
For Sophisticated Investors only.
The equities capability is offered exclusively to Sophisticated Investors and Wholesale Clients within the meaning of section 708(8)(c) of the Corporations Act 2001 (Cth). It is not available to retail investors.
Concentration
A deliberately small book means single positions can materially affect returns either way.
Market & event
Catalysts can be delayed, repriced, or fail to materialise. Returns are not linear.
Currency
US-dollar assets are exposed to AUD/USD movements unless hedged.
Liquidity
Built for patient, long-duration capital.
Wholesale & Sophisticated Investors
Ready to invest with conviction?
GEM is open to a limited number of investors who qualify under s708(8)(c) of the Corporations Act. Apply to receive our Information Memorandum.
This communication is intended solely for Sophisticated Investors and Wholesale Clients within the meaning of section 708(8)(c) of the Corporations Act 2001 (Cth). It does not constitute an offer, recommendation, or solicitation to any retail investor. Past performance is not a reliable indicator of future returns.