Brookvine

Brookvine

Investment opportunities that stand out from the crowd

We provide an independent source of investment opportunities to institutional, family office and private wealth investors.

Our focus is on investment opportunities in alternative asset classes and highly differentiated strategies in mainstream asset classes. We seek to make a profound difference to portfolio returns and diversification.

Our Investment Preferences

For investors

We focus on opportunities that make a profound difference to returns and portfolio diversification.

For private wealth advisors

We offer independent, genuinely differentiated fund managers and investment opportunities to strengthen your client portfolios.

For fund managers

We forge strong partnerships with fund managers, helping them build enduring investment franchises. Brookvine also invests in fund management firms.

Industry Insights · 8 July 2024

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Room to Grow… The dominance of large-cap stocks in the market is widely acknowledged, yet there's limited discussion about the potential opportunities arising from this trend.

Industry Insights · 20 April 2022

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Webinar: THB Asset Management Q1 2022 Portfolio Update THB US & INTERNATIONAL MICRO CAP FUNDS

Industry Insights · 25 August 2021

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Webinar: THB Asset Management Q2 2021 Portfolio Update THB US & INTERNATIONAL MICRO CAP FUNDS

A brookvine case study

THB US Micro Cap Fund

The US is the world’s largest and deepest source of micro cap stocks, yet in 2012 Australian investors remained fascinated with local micro caps. Moreover, US micro caps offered the prospect of a far more scalable investment, with great scope …

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A brookvine case study

Laguna Bay Agricultural Fund 1

Agriculture is second only to land as the most ancient investment. Together, land and agriculture have outlasted most other investments as preservers of wealth and long-term generators of cash-flows. Yet to many institutional investors the …

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A brookvine case study

Fermat ILS Yield Fund

There are few genuine alternatives to property, shares and bonds that produce consistent returns independent of the direction of traditional markets. In 2009, in the immediate aftermath of the Global Financial Crisis, Brookvine set out to …

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Wholesale Client Acknowledgement and Important Notices

Before reviewing the information regarding any funds on this website, please confirm that you qualify as a Wholesale Client as outlined below, and have read the Important Notices.

Information is provided only for use by ‘Wholesale Clients’ (as defined under the Corporations Act) ordinarily resident or viewing this website in Australia. To apply for interests in a fund, you must qualify as a ‘Wholesale Client’ and by proceeding to review any material on this website, you are representing to Brookvine that you meet one or more of the ‘Wholesale Client’ tests (summarised below) and you:

Have available investable funds and your potential investment in the fund is at least $500,000; or

Can or have provided a current signed Qualified Accountant’s Certificate declaring that you have

net assets of at least $2,500,000; or
a gross income for each of the last 2 financial years of at least $250,000 per year; or

Can certify that you are a ‘professional investor’ (which is a permitted subcategory of Wholesale Client), which includes any person who:

controls at least $10 million (including any amount held by an associate or under a trust that the person manages) for the purpose of investment in securities
is a licensed or exempt dealer and is acting as principal
is a regulated superannuation fund, an approved deposit fund, a pooled superannuation trust, or a public sector superannuation scheme within the meaning of the Superannuation Industry (Supervision) Act 1993 if the fund, trust or scheme has net assets of at least $10 million
is a person who is regulated by APRA (other than a trustee of a superannuation fund, an approved deposit fund, a pooled superannuation trust or a public sector superannuation scheme); or
is a person who is a body registered under the Financial Corporations Act 1974; or
is a listed entity or a related body corporate of a listed entity; or
is an exempt public authority; or
is a person who is a body corporate or an unincorporated body that carries on a business of investment in financial products, interests in land or other investments, and for those purposes invests funds received following an offer or invitation to the public where the terms of the offer provided for the funds subscribed to be invested for those purposes; or
is a foreign entity that, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.

Institutional Client Acknowledgement and Important Notices

Before reviewing the information regarding any funds on this website, please confirm that you qualify as a Wholesale Client as outlined below, and have read the Important Notices.

Have available investable funds and your potential investment in the fund is at least $500,000; or

Can or have provided a current signed Qualified Accountant’s Certificate declaring that you have

net assets of at least $2,500,000; or
a gross income for each of the last 2 financial years of at least $250,000 per year; or

Can certify that you are a ‘professional investor’ (which is a permitted subcategory of Wholesale Client), which includes any person who:

controls at least $10 million (including any amount held by an associate or under a trust that the person manages) for the purpose of investment in securities
is a licensed or exempt dealer and is acting as principal
is a regulated superannuation fund, an approved deposit fund, a pooled superannuation trust, or a public sector superannuation scheme within the meaning of the Superannuation Industry (Supervision) Act 1993 if the fund, trust or scheme has net assets of at least $10 million
is a person who is regulated by APRA (other than a trustee of a superannuation fund, an approved deposit fund, a pooled superannuation trust or a public sector superannuation scheme); or
is a person who is a body registered under the Financial Corporations Act 1974; or
is a listed entity or a related body corporate of a listed entity; or
is an exempt public authority; or
is a person who is a body corporate or an unincorporated body that carries on a business of investment in financial products, interests in land or other investments, and for those purposes invests funds received following an offer or invitation to the public where the terms of the offer provided for the funds subscribed to be invested for those purposes; or
is a foreign entity that, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.

We partner with fund managers to bring exceptional opportunities to investors

Investment opportunities that stand out from the crowd

For investors

For private wealth advisors

For fund managers

News & insights

Room to Grow… The dominance of large-cap stocks in the market is widely acknowledged, yet there's limited discussion about the potential opportunities arising from this trend.

Webinar: THB Asset Management Q1 2022 Portfolio Update THB US & INTERNATIONAL MICRO CAP FUNDS

Webinar: THB Asset Management Q2 2021 Portfolio Update THB US & INTERNATIONAL MICRO CAP FUNDS

THB US Micro Cap Fund

Laguna Bay Agricultural Fund 1

Fermat ILS Yield Fund