Investment specialists in quality Australian equities

Investing with discipline for all market conditions.

Aerial view of rocky coastline with waves crashing onto sandy beach and people in the water.

We invest with discipline, consistency, and a long-term perspective - focusing on high-quality Australian companies with enduring competitive advantages.

Our purpose is simple: to provide investors with the peace of mind that comes from a process grounded in rigorous research, prudent decision-making, and genuine alignment of interests.

As an independent boutique, we believe that patience, objectivity, and depth of analysis create lasting value for our clients.

A partnership built on alignment.

We invest our own capital alongside our clients, ensuring that every decision we make is guided by shared outcomes.

This alignment fosters integrity, accountability and focus, because when our investors prosper, so do we

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A disciplined pursuit of quality.

We focus on quality Australian companies with resilient business models, sound balance sheets and capable leadership teams.

Our process is research-led and deliberately patient - designed to protect capital through changing market conditions while positioning the portfolio to capture long-term opportunity.

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Fund performance at a glance.

The FiveRock Opportunities Trust is managed with the same principles that define our firm: discipline, transparency and alignment.

See detailed performance

Growth of $100,000 since inception.

FiveRock Oppurtunities Trust
Benchmark

The above chart represents the return of $100,000 invested in the FiveRock Opportunities Trust at its inception in May 2020, net of all fees and expenses and assuming reinvestment of distributions. Please note that past performance is not a reliable indicator of future returns.

Invest with conviction.

We aim to protect and grow investor capital through disciplined research, quality-focused decision-making, and a long-term perspective. Every investment reflects our commitment to thoughtful stewardship and genuine alignment with our clients’ goals.

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