Australian Eagle Asset Management

What Australian Eagle Asset Management does

Australian Eagle Asset Management Pty Ltd is a privately held, employee-owned boutique fund manager headquartered in North Sydney, Australia, founded in 2004 (originally as Alleron Investment Management, renamed in 2019). The firm manages approximately A$911 million in funds under management across two core Australian equity strategies: the Australian Eagle Equity Strategy (Long Only), a concentrated portfolio of 25-35 large-cap Australian listed companies targeting capital growth through high-quality, undervalued companies with catalysts for change, and the Australian Eagle Trust (Long Short Fund), an innovative 150% long / 50% short strategy with net 100% market exposure. Both strategies are benchmarked against the S&P/ASX 100 Accumulation Index and have produced 11.24% p.a. and 12.05% p.a. compound annual returns respectively over long-term periods.

The firm's investment process is built on a bottom-up fundamental research methodology supported by a proprietary database of more than 4,900 research papers on S&P/ASX100 and select ex-S&P/ASX100 companies compiled continuously since 2005, with seven investment team members collectively holding over 183 years of fund management experience. AEAM monetises through management fees (1.3868% p.a. on the Long Short Fund including recoverable expenses), performance fees (20.5% of excess return above benchmark with high watermark, paid quarterly), and sub-management fees as appointed manager of Montgomery's large-cap equity portfolios.

Distribution combines direct institutional/wholesale sales led by CIO Sean Sequeira, an exclusive retail and wholesale distribution partnership with Montgomery Investment Management (commenced 12 September 2022), listing on eight major Australian investment platforms (BT, Hub24, Macquarie, Netwealth, Mason Stevens, Praemium, Colonial First State, Dash), and self-serve online application portals (Olivia123, Apex). Customer segments span retail investors and advisers, wholesale and institutional investors, and Montgomery's client base. The firm is also operating in New Zealand alongside Australia and has received multiple industry recognitions including Mercer's Top Long-Only Australian Equities Fund Manager (2023) and the Financial Newswire/SQM Research Fund Manager of the Year Award for Australian Equities Large Cap (2022).

Name

Australian Eagle Asset Management

Legal name

Australian Eagle Asset Management Pty Ltd

Website

https://austeagle.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Australian Eagle Asset Management is a privately held, employee-owned boutique Australian equities fund manager managing ~A$911 million via a Long Only strategy and an innovative long-short strategy, serving retail, wholesale, and institutional investors through direct sales and a Montgomery Investment Management distribution partnership.

Ownership category

akta.pro rank

Product category

Boutique Fund Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Open-End Investment Funds (52591), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Australian equities management
• Boutique fund management
• Long short equity strategy
• Managed investment schemes
• Active asset management

Headquarters

HQ city

North Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Management Fees - Australian Eagle Trust: 1.3868% p.a. of net assets including recoverable expenses of 0.1568% p.a. (includes GST, net of RITC). Charged on the Long Short Fund assets under management.
2. Performance Fees - Australian Eagle Trust: 20.5% (inclusive of GST) of excess performance above benchmark with outperformance high watermark. Accrued daily and paid quarterly. Rewards outperformance over S&P/ASX 100 Accumulation Index.
3. Sub-management Fees - Montgomery Fund: AEAM receives sub-management fees as appointed sub-manager of The Montgomery Fund, where they manage the Australian domestic large-cap equity portfolios.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

Australian Eagle Asset Management is a Sydney-based boutique fund manager specializing in Australian equities, operating two core strategies: a long-only concentrated portfolio of 25-35 large-cap Australian listed companies (Australian Eagle Equity Strategy) and a long-short leveraged equity fund (Australian Eagle Trust) targeting outperformance against the S&P/ASX 100 Accumulation Index. The firm manages over A$911 million in funds under management using a bottom-up fundamental research process backed by a proprietary research database of more than 4,900 papers compiled since 2005.

Product overview

Australian Eagle Asset Management is a boutique fund manager offering two core investment strategies: the Australian Eagle Equity Strategy (Long Only), a concentrated portfolio of 25–35 large-cap Australian equities available to institutional/wholesale investors via mandates or separately managed accounts and to retail investors through The Montgomery Fund and The Montgomery [Private] Fund; and the Australian Eagle Trust (Long Short Fund), a long-short leveraged equity fund available to retail, wholesale, and institutional investors. Both strategies are distributed in partnership with Montgomery Investment Management.

Differentiator

Problem solved

Functional benefit

Products and services

• Australian Eagle Equity Strategy (Long Only) An actively managed, concentrated portfolio of 25-35 large-cap Australian listed companies, targeting capital growth by investing in high-quality, undervalued stocks undergoing positive fundamental changes. Available to institutional and wholesale investors via separately managed accounts or through The Montgomery Fund and The Montgomery [Private] Fund.
• Australian Eagle Trust (Long Short Fund) A long-short Australian equity fund using leveraged investment with 150% long and 50% short positioning to deliver outperformance against the S&P/ASX 100 Accumulation Index, registered with ASIC as a managed investment scheme.
• The Montgomery Fund A retail-focused managed fund that provides access to Australian Eagle's long-only equity strategy, managed by Australian Eagle Asset Management and distributed exclusively by Montgomery Investment Management.
• The Montgomery [Private] Fund A wholesale investor-focused fund offering access to Australian Eagle's long-only equity strategy, managed by Australian Eagle Asset Management and distributed by Montgomery Investment Management.

Quantifiable outcome

• 11.24% p.a. compound annual return since 2005 vs 8.18% S&P/ASX 100 benchmark (3.06% outperformance before fees)
• +3 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Montgomery Investment ManagementcoreStrategic or Co-development Partner · 12 September 2022Partnership with Montgomery Investment Management to manage their Australian domestic large-cap equity portfolios. These portfolios are offered to retail clients through The Montgomery Fund and to wholesale investors through The Montgomery [Private] Fund. Montgomery is also an exclusive distribution partner for the Australian Eagle Trust (Long Short Fund), making it available for wholesale and retail investors. The partnership commenced on 12 September 2022.

Scale indicators7 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Magellan Asset Management: Sydney-based investment manager specializing in Australian and global equities with concentrated, high-conviction strategies. Directly comparable as an Australian equities-focused boutique asset manager with a long-only investment philosophy and institutional/wholesale client base.
• Hyperion Asset Management: Brisbane-based boutique manager focused on Australian large-cap growth equities with a long-term, high-conviction approach. Comparable in size, philosophy, and target client base (institutional and retail via platforms).
• Platinum Asset Management: Sydney-based boutique manager offering global and regional equity strategies including long-short mandates. Comparable boutique active manager with a focus on outperformance via fundamental bottom-up research and a similar institutional/retail distribution model.
• Wilson Asset Management (WAM): Sydney-based boutique investment manager focused on Australian listed equities with concentrated long-only and long-short strategies. Comparable in philosophy, boutique structure, and Australian equity concentration.
• BKI Investment Company: ASX-listed investment company focused on Australian equities with a long-term, income-oriented approach. Comparable as a concentrated Australian equities investor targeting similar wholesale/retail clients.
• Yarra Capital Management: Australian boutique manager offering Australian and global equities strategies including long-short products. Comparable boutique active manager with similar institutional client focus and Australian equities specialization.

Broad incumbents

• Perpetual Investments: One of Australia's largest incumbent fund managers offering a broad range of Australian and global equity strategies across multiple vehicles. Overlaps with AEAM's Australian equities focus but operates at materially larger scale with broader product breadth.
• Montgomery Investment Management: Australian boutique fund manager and AEAM's exclusive distribution partner. Comparable Australian active equity manager with overlapping retail platform distribution and partnership history, though broader in product range.

Emerging players

• Antipodes Partners: Sydney-based boutique manager offering global and international equities with a long-short capability. Comparable boutique active manager targeting similar institutional and wholesale clients with fundamental bottom-up research.
• Tribeca Investment Partners: Sydney-based boutique manager with Australian equities and long-short strategies. Comparable boutique active manager with a focus on outperformance against Australian benchmarks and overlap in distribution channels.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCn8CFT7xfaLmFct2KwqJPwg
• LinkedInlinkedin.com/company/australian-eagle-asset-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Australian Eagle Asset Management