Platypus Asset Management
- Company typePrivate
- Founded1998
- HeadquartersSydney, Australia
- Headcount11–50
- GTM typeB2B
- OfferingServices
Platypus Asset Management firmographics
Firmographics- Name
- Platypus Asset Management
- Legal name
- Platypus Asset Management Pty Limited
- Website
- https://platypusassetmanagement.com.au
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Platypus Asset Management industry classification
Industry- Product category
- Australian Equities Fund Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Platypus Asset Management is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Platypus Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Management Fees: The fund charges a management fee of 0.76% p.a. on the gross asset value of the Fund. This is the primary recurring revenue stream based on assets under management.
- Performance Fees: A performance fee of 15.375% of excess performance over the relevant performance hurdle is charged, aligning manager and investor interests.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Platypus Australian Equities Fund - Wholesale Class |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Platypus Asset Management product offering
Product offeringCore offering
Platypus Asset Management is a boutique Australian equities fund manager that operates the Platypus Australian Equities Fund, managing approximately $5.4 billion in assets for superannuation funds, institutional investors, and wholesale clients. The firm applies a proprietary 'Free-Range Investment Thinking™' methodology that combines qualitative and quantitative analysis across a high-conviction portfolio of 25-40 ASX-listed stocks. The fund is distributed through financial advisers, major wrap platforms (Colonial First State, Macquarie, BT Panorama, Netwealth, Hub24), and direct institutional relationships.
Product overview
Platypus Asset Management offers a single core product: the Platypus Australian Equities Fund, a specialist Australian equities growth fund with a small cap bias. The company previously operated two legacy funds (Platypus Absolute Return Fund and Platypus Systematic Growth Fund), both of which have been terminated. The fund integrates ESG analysis and active stewardship into its investment approach, utilizing a 'whole-brain' investment methodology combining qualitative and quantitative analysis. The fund is available through multiple investment platforms and is issued by Australian Unity Funds Management Limited.
Differentiator
Problem solved
Functional benefit
Products and services
- Platypus Australian Equities Fund
Quantifiable outcome
- Total returns of over 7% p.a. since inception (April 2006), after fees and costs
- +1 more outcomes
Companies that use Platypus Asset Management
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
Platypus Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Platypus Asset Management partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Colonial First State FirstChoicecorePlatypus was awarded a growth focused equities mandate with its Australian equities strategy added to the Colonial First State FirstChoice platform. The fund is now available across FirstChoice Wholesale Investments, FirstChoice Wholesale Personal Super, FirstChoice Wholesale Pension, FirstChoice Investments, and FirstChoice Employer Super.
- MorningstarminorMorningstar included Platypus Australian Equities Fund in their Medalist Core Portfolio range with a Bronze rating for the Institutional Share class. Morningstar Senior Principal Eva Cook conducted a profile of Platypus Head of Investments as part of research on top portfolio managers.
- Museum of Contemporary Art (MCA)minorPlatypus is proud to be the Program Patron of the 'Artful: Art and Dementia' program at the Museum of Contemporary Art Australia, supporting an online and on-site six-week program for people living with dementia and their support partners.
- World Wildlife Fund (WWF) AustraliaminorPlatypus sponsors WWF's Rewilding program to help reintroduce platypuses to their natural habitats. The program aims to re-establish a self-sustaining and genetically diverse population of platypuses, including the reintroduction of the first 10 platypuses to the Royal National Park in NSW.
Scale indicators6 records
Recent moves8 records
Expansion highlights5 records
Platypus Asset Management competitors and assessment
Company assessmentBroad incumbents
- Perpetual Limited: Large ASX-listed Australian asset manager offering Australian equities, fixed income, and multi-asset strategies to institutional and retail investors. Comparable to Platypus in Australian equities capabilities and adviser platform distribution, but operates at significantly larger scale with broader product breadth.
Regional players
- Nikko AM Australia: Asia-Pacific-based asset manager with Australian equities strategies distributed through institutional and advised channels. Comparable to Platypus in Australian equities capabilities and institutional distribution, but with broader regional product breadth across Asia.
Direct peers
- Plato Investment Management: Australian boutique equities manager using systematic and fundamental approaches with a high-conviction Australian equities strategy. Comparable to Platypus as a boutique manager targeting institutional and wholesale investors with quantitative-qualitative blended research and Australian equities focus.
- Pengana Capital Group: ASX-listed boutique Australian asset manager offering Australian equities, global equities, and ESG strategies to retail and institutional investors. Comparable to Platypus in boutique structure, multi-channel distribution, and Australian equities expertise with responsible investment overlay.
- Magellan Asset Management: ASX-listed Australian boutique asset manager specialising in global and domestic equities with a high-conviction fundamental approach. Closely comparable to Platypus in boutique structure, fundamental equities focus, and institutional/wholesale distribution channels, though Magellan operates at materially larger AUM scale.
- Ausbil Investment Management: Boutique Australian equities manager (subsidiary of LGSS) with active fundamental equities strategies targeting institutional and retail investors. Comparable to Platypus in boutique structure, Australian equities mandate, and distribution through wrap platforms and advisers.
- Hyperion Asset Management: Boutique Australian equities manager focused on high-conviction growth investing with a small/mid-cap bias. Closely comparable to Platypus in investment philosophy (long-term growth, concentrated portfolios), boutique structure, and focus on Australian institutional and advised retail channels.
- Australian Ethical Investment: ASX-listed Australian boutique manager running ESG-screened equities strategies. Comparable to Platypus in boutique Australian equities focus, institutional and advised retail distribution, and emphasis on ESG integration and responsible investment.
- Investors Mutual Limited: Long-established Australian boutique asset manager specialising in Australian equities with a value/growth blend. Comparable to Platypus in boutique structure, Australian equities focus, and long-standing institutional and advised retail distribution.
Emerging players
- WCM Investment Management: US-based boutique growth equities manager with concentrated portfolios targeting quality growth companies globally. Comparable to Platypus in boutique high-conviction growth equities philosophy and concentrated portfolio construction, though with global mandate rather than Australian-only.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Platypus Asset Management social profiles
Digital presencePlatypus Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Platypus Asset Management leadership team
Management profileNumber of profiles
Profiles11 records
Platypus Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Platypus Asset Management 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 Platypus Asset Management
What does Platypus Asset Management do?
Platypus Asset Management is a boutique Australian equities fund manager that operates the Platypus Australian Equities Fund, managing approximately $5.4 billion in assets for superannuation funds, institutional investors, and wholesale clients. The firm applies a proprietary 'Free-Range Investment Thinking™' methodology that combines qualitative and quantitative analysis across a high-conviction portfolio of 25-40 ASX-listed stocks. The fund is distributed through financial advisers, major wrap platforms (Colonial First State, Macquarie, BT Panorama, Netwealth, Hub24), and direct institutional relationships.
Is Platypus Asset Management a public or private company?
Platypus Asset Management is a private company. It is classified as corporate owned and is currently operating.
When was Platypus Asset Management founded?
Platypus Asset Management was founded in 1998. It employs 11 to 50 people.
Where is Platypus Asset Management based?
Platypus Asset Management is headquartered in Sydney, Australia, in the Oceania region.
How does Platypus Asset Management make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are performance Fees.
Who are Platypus Asset Management's main competitors?
Perpetual Limited is listed as a broad incumbent. Nikko AM Australia is listed as a regional player. Direct peers are Plato Investment Management, Pengana Capital Group, Magellan Asset Management, Ausbil Investment Management, Hyperion Asset Management, Australian Ethical Investment and Investors Mutual Limited. WCM Investment Management is listed as an emerging player.
Does Platypus Asset Management have an API?
No public API is recorded for Platypus Asset Management.
What industry is Platypus Asset Management in?
Platypus Asset Management's product category is Australian Equities Fund Management. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based). Its NAICS code is 523940 and its SIC code is 6282.