Eley Griffiths Group
Eley Griffiths Group is a 100% staff-owned, Sydney-based Australian boutique investment manager founded in 2003, managing $3.1B AUM across three long-only funds (Small Companies, Emerging Companies, Mid Cap) for wholesale investors distributed through financial advisers and platforms.
- Company typePrivate
- Founded2003
- HeadquartersSydney, Australia
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Eley Griffiths Group does
Eley Griffiths Group is an Australian boutique investment management firm founded in 2003 and headquartered at Level 24, Governor Phillip Tower, 1 Farrer Place, Sydney. The firm is 100% independent and wholly staff-owned (ABN 66 102 271 812, AFSL 224 818) and manages three specialized long-only Australian equity funds: the EGG Small Companies Fund (incepted September 2003, 35–55 stocks outside the S&P/ASX 100), the EGG Emerging Companies Fund (incepted March 2017, currently closed to new investment), and the Eley Griffiths Group Mid Cap Fund – Class A (incepted November 2023, 25–45 stocks outside the S&P/ASX 50). Aggregate funds under management stood at $3.1B as of 31 December 2025. Investment approach is style-agnostic and process-driven, combining qualitative and quantitative bottom-up stock analysis with portfolio-level risk controls, and the firm maintains an in-house proprietary ESG dashboard that systematically tracks environmental, social, and governance metrics on portfolio holdings.
The business model is asset-based: revenue is generated primarily through base management fees of 1.05% (Mid Cap Fund) to 1.25% (Small Companies and Emerging Companies Funds) of NAV, accrued daily, plus performance fees of 15% (Small Companies) and 15.38% (Emerging Companies) on outperformance above the S&P/ASX Small Ordinaries Accumulation Index. Distribution is multi-channel and intermediary-led: financial planners, stockbrokers, and dealer groups carry the funds to wholesale investors, complemented by platform operators (wrap accounts, master trusts) and direct online application/portal access via MUFG/MPMS and Apex Group. The firm does not provide personal advice and does not pay adviser commissions, which positions it as a fiduciary-aligned manager. Responsible Entity and compliance services are delivered through long-standing partnerships with Perpetual (Small Companies and Emerging Companies Funds) and Equity Trustees (Mid Cap Fund). Beyond fund management, Eley Griffiths Group operates The Investor Notebook, a content and market-commentary resource for wholesale investors, with recurring quarterly reports, PM video discussions, and earned media on Livewire Markets and the Australian Financial Review.
Eley Griffiths Group firmographics
Firmographics- Name
- Eley Griffiths Group
- Legal name
- Eley Griffiths Group Pty Ltd
- Website
- https://eleygriffithsgroup.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Eley Griffiths Group is a 100% staff-owned, Sydney-based Australian boutique investment manager founded in 2003, managing $3.1B AUM across three long-only funds (Small Companies, Emerging Companies, Mid Cap) for wholesale investors distributed through financial advisers and platforms.
- Ownership category
- akta.pro rank
Eley Griffiths Group industry classification
Industry- Product category
- Active Equity Fund Management
- NAICS
- Open-End Investment Funds (525910), Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Sustainable/ESG Equity (Active) (FSAAAIAM)
- akta.pro secondary industries
- ESG/Sustainable Investment Advisory (FSAEAAAJ), ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL)
Keywords
Where Eley Griffiths Group is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Eley Griffiths Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Fund Management Fees: Management fees charged as a percentage of net asset value of the relevant Fund. Base management fees disclosed in product disclosure statements.
- Performance Fees: Performance fees charged as a percentage of net asset value when funds outperform their respective benchmarks. Fee structures vary by fund.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | EGG Small Companies Fund: 1.25% p.a. management fee plus 15% performance fee of outperformance above benchmark |
| Subscription | Annual | EGG Emerging Companies Fund: 1.25% p.a. management fee plus performance fee |
| Subscription | Annual | EGG Mid Cap Fund Class A: 1.05% p.a. management fee, no performance fee |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
Eley Griffiths Group product offering
Product offeringCore offering
Eley Griffiths Group is a specialist Australian investment management firm that manages three long-only equity funds — the EGG Small Companies Fund, EGG Emerging Companies Fund, and Eley Griffiths Group Mid Cap Fund Class A — investing in ASX and NZX listed companies outside the S&P/ASX 100, 200, and 50 indices respectively. The firm applies a process-driven, style-agnostic, bottom-up stock selection approach aimed at delivering consistent risk-adjusted outperformance across market cycles, supported by a proprietary in-house ESG dashboard.
Product overview
Eley Griffiths Group is an Australian investment management company offering three specialized equity funds targeting different segments of the mid, small and emerging companies market. The core product lineup consists of: (1) EGG Small Companies Fund investing in ASX & NZX stocks outside S&P/ASX 100, (2) EGG Emerging Companies Fund for stocks outside S&P/ASX 200, and (3) Eley Griffiths Group Mid Cap Fund for stocks outside S&P/ASX 50. All funds follow a style-agnostic, bottom-up investment approach with a goal of consistent outperformance through market cycles. The company supplements its fund offerings with the Investor Notebook, a resource providing market commentary and analysis for wholesale investors. The funds are distributed through online application platforms and investor portals, with BPAY available for additional investments.
Differentiator
Problem solved
Functional benefit
Brands
- EGG Small Companies Fund: Invests in shares of ASX & NZX listed companies that fall outside the S&P/ASX 100 index.
- EGG Emerging Companies Fund
- Eley Griffiths Group Mid Cap Fund
- The Investor Notebook
Products and services
- EGG Small Companies Fund Long-only portfolio of 35-55 Australian listed small companies primarily outside the S&P/ASX 100 Index, aiming to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling 3-year periods. Minimum investment $10,000.
- EGG Emerging Companies Fund Diversified portfolio of Australian listed emerging companies outside the S&P/ASX 200 Index, aiming to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling 5-year periods. Currently closed to new investment.
- Eley Griffiths Group Mid Cap Fund – Class A Long-only portfolio of 25-45 Australian listed mid cap companies outside the S&P/ASX 50 Index, aiming to outperform the 70% S&P/ASX Mid Cap 50 / 30% S&P/ASX Small Ords Accumulation Index. 1.05% p.a. management fee, no performance fee.
Companies that use Eley Griffiths Group
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles2 records
Eley Griffiths Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature1 record
Eley Griffiths Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and support.
- Perpetual (The Trust Company (RE Services) Limited)corePerpetual acts as the Responsible Entity and issuer for the Eley Griffiths Group Small Companies Fund and Eley Griffiths Group Emerging Companies Fund. They provide compliance, administration, and reporting services. Perpetual is ABN 45 003 278 831, AFSL No. 235 150.
- Equity Trustees LimitedcoreEquity Trustees acts as the Responsible Entity and issuer for the Eley Griffiths Group Mid Cap Fund – Class A and Mid Cap Fund – Class B. They are a subsidiary of EQT Holdings Limited (ASX: EQT). ABN 46 004 031 298, AFSL No. 240975.
- MUFG Investor Services / MPMSsupportProvides investor portal services for the Small Companies Fund and Emerging Companies Fund, enabling existing investors to access their accounts and make additional investments via BPAY.
- Apex GroupsupportProvides investor portal services for the Mid Cap Fund, enabling existing investors to access accounts, make additional investments, and access transaction forms.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Eley Griffiths Group competitors and assessment
Company assessmentBroad incumbents
- Magellan Financial Group: Large Australian-listed investment manager best known for global equities but with broader Australian equity exposure. Comparable active equity model and intermediary distribution, though at much larger scale and with a global mandate.
- Perpetual Investments: Large incumbent Australian fund manager with broad active equity coverage across market caps. Actually acts as Responsible Entity for two EGG funds, making it both a partner and a broader competitive incumbent in Australian equities.
- Antares Capital: Large Australian active equity manager (part of NAB's MLC platform) covering small, mid and large caps. Comparable active equity approach with broad intermediary distribution, though at significantly greater scale.
Direct peers
- DNR Capital: Australian boutique asset manager offering Australian equity strategies including small and mid cap mandates. Comparable boutique active equity positioning with intermediary distribution.
- Plato Investment Management: Australian boutique investment manager specialising in small and mid cap listed equities. Highly comparable as a domestically focused active equity boutique targeting the same Australian small/mid cap universe with similar intermediary-led distribution.
- Tribeca Investment Partners: Australian boutique manager with active equity strategies including small and mid cap mandates. Comparable boutique active equity model targeting Australian institutional and wholesale clients.
- Wilson Asset Management (WAM): ASX-listed boutique (WAM Capital, WAM Leaders, WAM Global) specialising in Australian small and emerging companies with a bottom-up, fundamental investment approach. Direct competitor in the same target market with similar style-agnostic philosophy.
- Auscap Asset Management: Australian boutique manager running a long-only concentrated portfolio of ASX-listed small companies. Closely comparable mandate and target customer base (wholesale investors via financial advisers).
Emerging players
- Australian Ethical Investment: ASX-listed Australian fund manager with a values-based/ESG tilt across diversified and equity strategies. Comparable as a thematic ESG-active manager in the Australian wholesale market, though operating at a different scale and with broader mandate coverage.
Others
- Pinnacle Investment Management: ASX-listed multi-affiliate platform that holds stakes in and distributes Australian boutique equity managers. Comparable ecosystem role, though structured as a holding/distribution company rather than a direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Eley Griffiths Group social profiles
Digital presenceEley Griffiths Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Eley Griffiths Group leadership team
Management profileNumber of profiles
Profiles3 records
Eley Griffiths Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Eley Griffiths Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Eley Griffiths Group
What does Eley Griffiths Group do?
Eley Griffiths Group is a specialist Australian investment management firm that manages three long-only equity funds — the EGG Small Companies Fund, EGG Emerging Companies Fund, and Eley Griffiths Group Mid Cap Fund Class A — investing in ASX and NZX listed companies outside the S&P/ASX 100, 200, and 50 indices respectively. The firm applies a process-driven, style-agnostic, bottom-up stock selection approach aimed at delivering consistent risk-adjusted outperformance across market cycles, supported by a proprietary in-house ESG dashboard.
Is Eley Griffiths Group a public or private company?
Eley Griffiths Group is a private company. It is classified as management employee owned and is currently operating.
When was Eley Griffiths Group founded?
Eley Griffiths Group was founded in 2003. It employs 1 to 10 people.
Where is Eley Griffiths Group based?
Eley Griffiths Group is headquartered in Sydney, Australia, in the Oceania region.
How does Eley Griffiths Group make money?
Two revenue lines are on record. Fund Management Fees are the primary driver. The others are performance Fees.
Who are Eley Griffiths Group's main competitors?
Broad incumbents on record are Magellan Financial Group, Perpetual Investments and Antares Capital. Direct peers are DNR Capital, Plato Investment Management, Tribeca Investment Partners, Wilson Asset Management (WAM) and Auscap Asset Management. Australian Ethical Investment is listed as an emerging player. Pinnacle Investment Management is listed as an others.
Does Eley Griffiths Group have an API?
No public API is recorded for Eley Griffiths Group.
What industry is Eley Griffiths Group in?
Eley Griffiths Group's product category is Active Equity Fund Management. Its primary akta.pro industry code is FSAAAIAM, Sustainable/ESG Equity (Active), with a secondary code of FSAEAAAJ, ESG/Sustainable Investment Advisory. Its NAICS code is 525910 and its SIC code is 6282.