Totus Capital

Name

Totus Capital

Legal name

Totus Capital Pty Ltd

Website

https://totuscapital.com.au

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Long-Short Equity Fund Management

NAICS

Portfolio Management and Investment Advice (52394), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Long-Biased Equity Long/Short (FSAHAAAE)

akta.pro secondary industry

Multi-Strategy — Single-Manager, Multi-PM (FSAHAFAB)

Keywords

• Long short equity fund
• Absolute return investing
• Wholesale investment management
• Australian equities strategy
• Developed market equities

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Management Fees: 1.50% p.a. management fee (excluding GST) charged on funds under management. This is the primary recurring revenue stream from the Totus Alpha Fund.
2. Performance Fees: 20% performance fee on outperformance over the RBA cash rate, subject to high watermark. This creates alignment between fund managers and investors, rewarding outperformance.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Totus Capital manages the Totus Alpha Strategy, a long/short equity fund investing primarily in Australian and US listed equities and index futures. The strategy uses bottom-up fundamental research to identify concentrated, high-conviction positions in businesses with strong cash flow generation, balanced by short positions in lower-quality businesses facing structural headwinds. The firm offers two fund vehicles: the Totus Alpha Fund for Australian wholesale investors (minimum $250,000) and the Totus Alpha Offshore Fund for overseas wholesale investors via a Cayman Islands structure.

Product overview

Totus Capital operates two fund vehicles: the Totus Alpha Fund (domiciled in Australia for wholesale investors) and the Totus Alpha Offshore Fund (Cayman Islands-domiciled for overseas wholesale investors). Both funds pursue a long/short equity strategy focused on Australian and developed market equities (primarily US), using bottom-up research to identify securities with concentrated exposure to medium-to-longer-term structural investment themes.

Differentiator

Problem solved

Functional benefit

Brands

• Totus Alpha Fund: Wholesale investors fund vehicle offering long-short Australian and developed market equity investments with monthly unit pricing, managed by Totus Capital.
• Totus Alpha Offshore Fund

Products and services

• Totus Alpha Fund Wholesale-focused long/short equity fund investing primarily in Australian and US listed equities and index futures, targeting consistent risk-adjusted returns with low correlation to equity or bond markets. Minimum $250,000 initial investment, 1.50% p.a. management fee, 20% performance fee over RBA cash rate subject to high watermark, monthly unit pricing, and annual distribution. Targeted at wholesale investors seeking capital growth and preservation with low market correlation.
• Totus Alpha Offshore Fund Cayman Islands-domiciled long/short investment fund for overseas wholesale investors, principally investing in listed equities and index futures in Australia and internationally with ability to switch between net long and net short positions. Regulated by the Cayman Islands Monetary Authority under the Mutual Funds Law. Investment management provided by Totus Alpha Management Pty Ltd; administered by Citco Fund Administration (Cayman Islands) Limited.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core and minor.

• Citco Fund Services (Australia) Pty LtdcoreImplementation/ SI/ Consulting PartnerSub-administrator for the Totus Alpha Fund. Handles fund administration services including processing applications, redemptions, and investor record-keeping. Contact: [email protected], +61 2 9005 0400.
• Citco Fund Administration (Cayman Islands) LimitedcoreImplementation/ SI/ Consulting PartnerFund Administrator for the Totus Alpha Offshore Feeder Fund and Master Fund. Located at 89 Nexus Way, 2nd Floor, Camana Bay, Grand Cayman KY1-1205.
• Grant Thornton (Cayman Islands)minorOthersAuditor for the Totus Alpha Offshore Feeder Fund. Located at 2nd floor, Century Yard, Cricket Square, 171 Elgin Avenue, George Town, PO Box 1044, Grand Cayman KY1-1102.
• Walkers Corporate LimitedminorOthersProvides registered office for the Totus Alpha Offshore Feeder Fund at Cayman Corporate Centre, 27 Hospital Road, George Town, Grand Cayman KY1-9008.
• Totus Alpha Management Pty LtdcoreOthersThe investment manager for the Totus Alpha Offshore Fund. Responsible for investment decisions and strategy execution. Email: [email protected], Phone: +61 2 8072 9945.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Munro Partners: Melbourne-based Australian/global growth equities boutique serving wholesale investors via wrap platforms; comparable GTM channels and concentrated philosophy.
• Cooper Investors: Boutique Australian/global equities manager focused on high-quality, concentrated portfolios for wholesale clients; closely comparable in style and client segment.
• Ellerston Capital: Australian long-short equity boutique (including a global and Australian mandate) available to wholesale investors; directly comparable strategy profile and distribution model.
• Regal Funds Management: Sydney-based boutique running multiple long-short and alternative strategies for wholesale investors; comparable AUM scale, GTM via platforms and advisers, and similar fee structure.
• Platinum Asset Management: Long-running Australian long-short global equity manager with wholesale/trustee vehicles; highly comparable investment philosophy and target client base.
• Antipodes Partners: Long-short global equity manager (now part of the PIMCO group) offering wholesale vehicles; directly comparable mandate and fee structure.
• Avenir Capital: Sydney-based boutique running concentrated long-short strategies for wholesale investors; comparable size, philosophy and platform distribution footprint.
• VGI Partners: Australian-founded long-short equity manager with concentrated, fundamentals-driven approach targeting absolute returns; closely aligned investment philosophy.

Broad incumbents

• Magellan Asset Management: Large Australian-listed global equities manager with broad wholesale and institutional reach; broader product set than Totus but overlapping client base and platform distribution.
• Perpetual Limited: Large Australian asset manager (where analyst Jack Cherry previously worked) with broad wholesale funds; overlaps with Totus on Australian equities and platform distribution but operates a far broader product suite at scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Totus_Capital
• LinkedInlinkedin.com/company/totus-capital

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries3 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 Totus Capital