Lanyon Asset Management

What Lanyon Asset Management does

Lanyon Asset Management Pty Limited is an Australian boutique investment management firm founded in 2010 and headquartered in Adelaide, with a secondary office in Sydney. It operates as a specialist value-oriented, high-conviction equity manager applying deep fundamental research to listed companies under a long-term, patient capital allocation approach. The firm offers two core products: the Lanyon Investment Fund, a long-only concentrated equity fund available to institutional investors, family offices, charities and foundations, athletes, and private investors; and Lanyon Special Purpose Funds, which provide tailored fund structures and customized mandates for institutional clients.

The firm is licensed under Australian Financial Services Licence (AFSL) 342955 and is constituted as a private limited company. Its investment process is described as a disciplined fundamental research methodology; no proprietary technology platform, quantitative models, or AI/ML systems are disclosed, and the offering rests on human-led fundamental analysis. The team comprises four individuals led by Managing Director & Portfolio Manager David Prescott, supported by an Operations Manager and two Analyst/Portfolio Managers.

The business model is fee-based recurring revenue typical of Australian managed investment schemes: management fees on the Lanyon Investment Fund and Special Purpose Funds, with the likely inclusion of performance fees on certain mandates. Distribution is direct, via field sales to institutional investors and family offices, supplemented by relationship and referral channels; the firm does not publish pricing and does not disclose AUM or revenue. Client servicing is supported by a login portal providing performance reports, ESG and Responsible Investment policy documentation, monthly and quarterly reports, and position summaries.

Name

Lanyon Asset Management

Legal name

Lanyon Asset Management Pty Limited

Website

https://lanyonam.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Lanyon Asset Management is an Australian boutique, value-oriented, high-conviction equity investment manager founded in 2010, offering the Lanyon Investment Fund and Lanyon Special Purpose Funds to institutional investors, family offices, charities, foundations, athletes, and private investors.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Value-oriented equity management
• High-conviction fund management
• Institutional asset management
• Fundamental research investing
• Long-only equity funds

Headquarters

HQ city

Adelaide

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Fund Management: Manages investment funds for institutional investors, family offices, charities, foundations, athletes, and private investors. Generates revenue through management fees and potentially performance fees typical of hedge funds and managed accounts.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Lanyon Asset Management is a specialist value-oriented, high-conviction equity investment management firm that manages investment funds for institutional investors, family offices, charities, foundations, athletes, and private investors. The firm offers the Lanyon Investment Fund (a long-only, high-conviction strategy targeting listed equities) and Lanyon Special Purpose Funds, along with tailored mandates for institutional clients, applying deep fundamental research and a disciplined long-term investment approach.

Product overview

Lanyon Asset Management is a specialist value-oriented, high-conviction equity investment management firm founded in 2010. The firm operates as a single unified investment platform offering two core products: the Lanyon Investment Fund and Lanyon Special Purpose Funds. The Investment Fund is a long-only, high-conviction strategy targeting listed equities for institutional investors, family offices, charities, foundations, athletes, and private investors. The Special Purpose Funds provide tailored mandates for institutional investors requiring customized fund structures. The firm also offers additional client services including the Lanyon Foundation and access to ESG & Responsible Investment policy, monthly reports, quarterly reports, and investment/position summaries through the client portal.

Differentiator

Problem solved

Functional benefit

Brands

• Lanyon Investment Fund: Primary investment fund offered by Lanyon Asset Management
• Lanyon Special Purpose Funds

Products and services

• Lanyon Investment Fund

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Expansion highlights4 records

Broad incumbents

• Perpetual Limited: Large Australian wealth and asset manager with active equity capabilities serving institutional and retail clients. Operates broadly with diversified products beyond pure value equity.
• Magellan Asset Management: Large Australian-based active equity manager serving global institutional and retail clients. Overlaps in active equity philosophy but operates at far greater scale and product breadth.

Direct peers

• Yarra Capital Management: Australian boutique active equity manager providing income and growth strategies to institutional clients. Comparable as a domestic boutique with multi-product offerings.
• Plato Investment Management: Australian active equity boutique managing concentrated long-only strategies for institutional clients using bottom-up fundamental research. Directly comparable by philosophy and client mix.
• Cooper Investors: Australian boutique active equity manager with a value-tilted, high-conviction approach and similar target audience of institutional and family-office clients. Closest comparable by strategy, philosophy, and boutique scale.
• Allan Gray Australia: Australian affiliate of the value-oriented Allan Gray group, applying contrarian fundamental research to listed equities for institutional and advised clients. Directly comparable philosophy in the same domestic market.
• Antipodes Partners: Australian value/global equity boutique applying fundamental research with a contrarian, long-term orientation to listed companies. Comparable by mandate structure and institutional client focus.
• Clime Asset Management: Australian boutique manager running active equity strategies for institutional and advised retail clients. Comparable scale and product set within the local boutique segment.
• Vinva Investment Management: Australian active equity boutique offering fundamental, research-driven global and Australian mandates to institutions. Comparable boutique active-equity peer in the same market.

Regional players

• Nikko Asset Management (Australia): Asia-Pacific-based asset manager offering active equity strategies, with Australian distribution. Comparable as a regionally rooted active equity manager competing for the same Australian institutional mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/lanyon-asset-management-pty-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lanyon Asset Management